jobs in CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD.

Full Time Financial Consultant Jobs, Salary up to SGD 6,000 in CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD. Islandwide (Singapore) - Maukerja

Financial Consultant

CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD.

Islandwide (Singapore)

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Working Location

  • Islandwide (Singapore) Singapore

Job Description

Responsibilities

Job Summary

We are expanding our team to serve cross-border high-net-worth families and business owners. This role goes beyond traditional insurance advisory, involving comprehensive planning across wealth protection, cross-border asset structuring, family residency, overseas education, business expansion, and legacy succession.

Responsibilities

  • Develop and nurture relationships with high-net-worth and cross-border clients to deliver tailored financial planning solutions
  • Design and implement holistic financial plans that integrate insurance with broader wealth management strategies
  • Structure long-term asset protection and succession plans to secure clients’ wealth across generations
  • Collaborate effectively with legal, tax, and corporate specialists to ensure comprehensive and compliant client solutions
  • Uphold rigorous ethical standards and apply a client-first advisory approach to build trust and long-term partnerships

Preferred competencies and qualifications

  • Existing client resources or business networks to support business development efforts (preferred but not mandatory)
  • Prior experience in finance, wealth management, consulting, or business development
  • Demonstrated cross-border exposure or experience serving high-net-worth clients
  • Commitment to building a long-term career in Singapore with a focus on strategic, client-centric planning
  • Professionalism, discipline, and a growth-oriented mindset

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