KL

Personal Finance Consultant

Kaptivate Llp

D03 Queenstown, Bukit Merah, Tiong BahruFull TimeS$8,000 – S$12,000/mo

Posted 8 Jul 2026

About this role

Personal Finance Consultant | Build a Meaningful Career in Financial Advisory Help People Achieve Financial Confidence While Building Your Own Success Are you motivated, ambitious, and passionate about making a difference in people's lives? We are looking for driven individuals to join our growing advisory team as a Personal Finance Consultant. In this role, you'll work closely with individuals and families to help them make informed financial decisions through personalised financial planning, wealth accumulation, protection, and retirement strategies. Whether you're a fresh graduate, career switcher, or someone with experience in sales or customer service, this is an exciting opportunity to build a rewarding career with structured training, continuous mentorship, and unlimited growth potential. What You'll Be Doing Meet with clients to understand their financial goals and aspirations. Conduct comprehensive financial needs analysis. Develop personalised financial plans tailored to each client's needs. Recommend suitable wealth, protection, retirement, and investment solutions. Build and maintain long-term client relationships through regular financial reviews. Expand your client network through referrals, networking, and business development. Continuously upgrade your knowledge through training and professional development. Who We're Looking For Singaporean Minimum Local Diploma (Degree holders welcome) Strong communication and interpersonal skills Self-driven with a positive learning attitude Ambitious and goal-oriented Comfortable building relationships and meeting new people What You'll Receive Comprehensive training and mentorship Flexible working arrangements High earning potential with no income cap Performance bonuses and incentives Clear career progression opportunities Supportive and collaborative team culture Professional development and industry certifications Why Join Us? If you're looking for more than just a job, this is your opportunity to build a meaningful career where your growth is determined by your ambition and commitment. Join a supportive team that invests in your success while empowering you to make a lasting impact on the lives of your clients. Take the first step towards a rewarding career in personal financial planning and advisory.

What they're looking for

Wealth ManagementRelationship BuildingLong-term Customer RelationshipsInterpersonal Skills

About Kaptivate Llp

Industry: Administrative & support services

Frequently asked questions

What does a Personal Finance Consultant at Kaptivate Llp do?

Personal Finance Consultant | Build a Meaningful Career in Financial Advisory Help People Achieve Financial Confidence While Building Your Own Success Are you motivated, ambitious, and passionate about making a difference in people's lives? We are looking for driven individuals to join our growing a…

What skills does this Personal Finance Consultant role need?

Key skills for this role include Wealth Management, Relationship Building, Long-term Customer Relationships, Interpersonal Skills.

How much does a Personal Finance Consultant at Kaptivate Llp pay?

This role lists a salary of S$8,000 – S$12,000 per month.

Is this Personal Finance Consultant role remote, hybrid, or on-site?

The listing is based in D03 Queenstown, Bukit Merah, Tiong Bahru. Check the posting for remote or hybrid options.

How do I apply for this Personal Finance Consultant role?

You can apply directly on Kaptivate Llp's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.