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🥝 Financial Services Consultant (Ref:3PGrM)
RSight® | Singapore, Singapore | Posted June 05, 2026
Job Description
An exciting opportunity to join our client's team at a leading life insurance company in Singapore. We are looking for a Financial Services Consultant to join this organization.
Responsibilities
- Build and maintain strong, long-term relationships with clients
- Understand clients’ financial goals, needs, and risk profiles through comprehensive financial reviews
- Provide tailored recommendations on insurance, investment, savings, and retirement planning solutions
- Conduct regular portfolio reviews and update financial plans to meet clients' evolving needs
- Stay up to date with market developments, product offerings, and regulatory requirements
- Participate in training programmes and maintain the necessary professional certifications
- Achieve individual performance targets while delivering excellent client service and satisfaction
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