Job description
Take your career to the next level with GMP Group, a respected provider of financial solutions. This permanent role offers a guaranteed base salary and performance-driven incentives in a collaborative environment that supports growth and client outcomes.
As a Financial Consultant, you will work with clients across the Central Region, assessing their financial goals, risk tolerance, and time horizons. You will translate complex financial concepts into clear, actionable advice and help clients build robust plans for wealth creation, protection, and retirement planning.
Remuneration includes a fixed base of SGD 3,500 per month, a fixed allowance, attractive sales incentives, and a comprehensive employee benefits package. GMP Group is committed to ongoing training and professional development to help you succeed in a dynamic market.
Ready to empower clients to achieve their financial goals? Apply now and join GMP Group, where integrity, client focus, and teamwork drive success.
Responsibility
- Build and maintain strong client relationships to understand financial goals and needs.
- Conduct needs analyses and deliver tailored financial plans and product recommendations.
- Meet or exceed monthly and quarterly sales targets through proactive client engagement.
- Prepare clear, compliant presentations of financial plans including risk disclosures.
- Maintain accurate client data and pipeline in the CRM; document interactions and next steps.
- Collaborate with product and compliance teams to ensure suitable recommendations.
- Provide exceptional customer service and timely follow-up to secure long-term partnerships.
- Stay informed of market trends and regulatory changes to advise clients effectively.
Qualification
- Degree in Finance, Economics, Business, or related field.
- Certification in financial planning or wealth management is a plus.
- 1-3 years of experience in financial services or sales, client-facing preferred.
- Strong communication, presentation, and negotiation skills.
- Ability to translate complex financial concepts into clear recommendations.
- Proficiency with CRM software and MS Office; data-driven mindset.
- Customer-focused with integrity and strong ethics.
- Self-motivated with ability to work independently in a target-driven environment.