Financial Services Consultant

Company Description Aspire Group Advisory is a wealth management team focused on doing right by every client through advice delivered with integrity, professionalism, and genuine care. The team supports individuals and families across all life stages, helping them build financial confidence and long-term security. Aspire Group Advisory is equally committed to developing its Financial Consultants through mentorship, collaboration, continuous learning, and a culture of excellence. Guided by core values of Hunger, Humility, Collaboration, and Trust, the team measures success by the positive impact made on clients and the lasting relationships built. Aspire Group is a group of authorised Financial Consultants representing finexis advisory Pte Ltd (see disclaimer: https://www.finexis.com.sg/fc-disclaimer.html).Role Description This is a full-time, on-site Financial Services Consultant role based in Singapore. The consultant will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored wealth management strategies. Daily responsibilities include providing financial advice across areas such as investments, insurance, retirement planning, and estate planning, as well as reviewing portfolios and adjusting recommendations based on changing client needs or market conditions. The role involves preparing financial reports and proposals, conducting product and market research, and ensuring all advice complies with regulatory and company standards. The consultant will also participate in team meetings, training sessions, and client events to support relationship-building, professional development, and business growth.QualificationsStrong analytical skills to assess client needs, evaluate financial data, and support sound recommendations.Knowledge in finance and financial services, including investment, insurance, and wealth management concepts.Consulting capabilities to build trust, deliver client-focused solutions, and maintain long-term relationships.Excellent communication skills for explaining complex financial concepts clearly and engaging clients effectively.Relevant academic background in Finance, Business, Economics, or a related field is preferred.Certification or licensing as required by Singapore regulatory authorities (e.g., CMFAS examinations) is an advantage.High level of integrity, professionalism, and commitment to ethical advisory practices.Ability to work in a collaborative, performance-driven environment and adapt to a dynamic market.