Financial Services Consultant

Company Description MTFG Agency, established in 2005, is a premier financial services agency that leverages cutting-edge technology to drive financial growth for clients and consultants. The agency has developed a pioneering platform that transforms social media engagement into measurable sales opportunities for Financial Services Consultants. As Singapore’s leading digitally empowered financial services agency, MTFG Agency emphasizes continuous growth, relevance, and motivation for its consultants. The organization’s commitment to innovation benefits a growing network of clients while supporting career development for its team. SP-MTFG is an authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R).Role Description The Financial Services Consultant is a full-time, on-site role based in Singapore. The consultant will advise clients on financial planning, insurance solutions, and wealth management strategies aligned with their long-term goals. Day-to-day responsibilities include conducting needs-based financial analyses, preparing proposals, and presenting tailored recommendations to individuals and businesses. The role involves managing client portfolios, monitoring performance, and providing regular reviews to ensure clients remain on track. The consultant will also use MTFG Agency’s digital platforms to engage prospects, convert social media interactions into sales opportunities, and collaborate with internal teams on campaigns and client outreach initiatives.Qualifications Candidates should possess strong Analytical Skills to assess client needs, evaluate financial data, and interpret market trends.Candidates should possess knowledge in Finance and Financial Services to design appropriate financial solutions and understand industry products and regulations.Candidates should possess Consulting skills to deliver advisory services, build trust, and develop long-term client relationships.Candidates should possess excellent Communication skills to explain complex financial concepts clearly and present recommendations confidently.Relevant skills such as client relationship management, sales aptitude, and proficiency with digital tools and social media for business development are beneficial.A diploma or degree in Finance, Business, Economics, or a related field is preferred; relevant certifications in financial planning or insurance are an advantage.Ability to work in a fast-paced, tech-enabled environment, with a self-driven and ethical approach to client service.