Job Summary
Build your career in financial services by developing professional expertise, advising clients on financial goals, and growing through structured training and mentorship under a performance-based pathway.
Responsibilities
Assess clients' financial goals, priorities, and protection needs to tailor suitable financial solutions
Conduct professional client consultations to explain and recommend relevant financial products and services
Establish and nurture long-term client relationships to support ongoing financial planning needs
Identify and pursue opportunities to provide clients with appropriate financial planning advice and solutions
Engage actively in training, coaching, and professional development programs to enhance advisory skills
Achieve agreed business objectives while upholding high standards of ethics and customer service
Preferred competencies and qualifications
Meet the educational and eligibility criteria of the Financial Associate Scheme
Demonstrate effective communication, interpersonal, and relationship-building skills in client interactions
Show willingness to learn, accept coaching, and develop consultative selling capabilities
Exhibit integrity, professionalism, and a client-first mindset in all engagements
Be comfortable with client engagement, business development, and meeting performance targets
Other Information
Compensation and benefits
Employment-based career pathway with basic salary, employee benefits, and performance-based incentives subject to scheme terms
Specific remuneration details provided during recruitment in line with the approved scheme
Training and career development
Access to structured training, coaching, and professional development opportunities under the scheme
Opportunities to strengthen financial services knowledge and develop client advisory capabilities for career progression
Application process
Apply through MyCareersFuture to explore the opportunity and learn more.
We are committed to fair and merit-based recruitment. Applications are assessed against relevant job requirements, skills, qualifications, and suitability for the role.