Senior Financial Consultant

To apply or find out more, please contact Leong Jia Wei (Reg No: R ) .

As a Senior Financial Consultant, you will take on a key role in guiding clients towards achieving their financial goals through professional advice and strategic planning. This position is suited for experienced and driven individuals who want to expand their expertise, strengthen client relationships, and grow within the financial advisory industry. You will have the opportunity to leverage your experience while providing trusted financial solutions that create long-term value for clients.

• Assess and provide tailored financial strategies that address clients’ needs in areas such as income protection, savings, investments, healthcare, retirement planning, business continuity, and estate distribution.
• Deliver exceptional ongoing support and proactive service to clients, helping them achieve their financial objectives throughout different phases of their liv...