Financial Planning Consultant

Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long‑term planning.

You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.

Fresh graduates are welcome to apply.

• Training support for 4 basic certifications and relevant financial advisory qualifications
• Coaching from experienced managers and industry professionals
• Exposure to client planning and financial review discussions
• Joint‑fieldwork opportunities for practical learning
• Mentorship and guidance throughout your development
• A collaborative environment with work‑life balance

• Meet with prospective and existing clients to understand their needs
• Assist in reviewing clients’ financial goals and current arrangements
• Support the preparation of wealth accumulation and protection plans
• Develop and maintain professional client relationships
• Provide ongoing follow‑up and servicing to clients

• Local Diploma, A’ Levels, or Degree in any discipline
• Strong communication and interpersonal skills
• Positive attitude and growth mindset
• Willingness to learn and build a career in financial services