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Kaptivate Hiring! Full Time Financial Solutions Consultant in Central Region (Singapore), Earn up to SGD 10,000 - Ricebowl

Financial Solutions Consultant

Kaptivate

Bukit Merah, Central Region (Singapore)

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Working Location

  • Bukit Merah Central Region (Singapore) Singapore

Job Description

Responsibilities

Financial Solutions Consultant (Financial Services)

Fresh Graduates Welcome | Training & Mentorship | Career Development Opportunities

Your People Skills Could Be the Start of Something Bigger!

Are you passionate about helping people, exploring financial solutions, and building meaningful professional relationships?

We're looking for

motivated, confident, and driven individuals

to join our growing financial services team as Financial Solutions Consultants!

This opportunity is ideal for fresh graduates and individuals who are eager to develop their knowledge of

financial planning, wealth solutions, and client relationship management

, while gaining practical experience in a dynamic industry.

With structured training and guidance, you'll have the opportunity to strengthen your professional skills and explore long-term career opportunities in financial services.

What You'll Be Doing

Engage with clients to understand their financial needs, goals, and priorities

Conduct financial needs analysis and support personalised financial planning discussions

Introduce suitable financial products and solutions based on clients' objectives

Build and maintain strong, long-term client relationships

Assist with client reviews, follow-ups, and documentation

Develop new client relationships through networking, outreach, and business development activities

Stay informed about financial products, market developments, and industry trends

Participate in training and professional development programmes

Work alongside experienced professionals to strengthen your financial knowledge and advisory skills

Who We're Looking For

Diploma or Degree holders;

fresh graduates are welcome

Strong communication and interpersonal skills

Confident and comfortable interacting with people

Interested in financial planning, wealth management, or personal finance

Self-motivated, proactive, and willing to learn

Goal-oriented with a positive attitude

Good problem-solving and relationship-building skills

Responsible, organised, and detail-oriented

Able to work independently and as part of a team

No prior financial services experience required — training will be provided

What You Can Look Forward To

Structured Training

– Develop essential financial planning and advisory knowledge

Mentorship & Guidance

– Learn from experienced industry professionals

Career Development

– Opportunities to grow professionally and take on greater responsibilities

Practical Industry Exposure

– Gain experience in financial solutions and client engagement

Professional Growth

– Strengthen your communication, analytical, and business development skills

Supportive Team Environment

– Work alongside motivated and collaborative professionals

Make Your Next Career Move Count!

If you're someone who enjoys connecting with people, embraces new challenges, and wants to build a meaningful career in financial services, we'd love to hear from you!

Apply today and discover where a career in financial services can take you!

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