Financial Services Consultant | High-Net-Worth Focus | Career Switchers Welcome

Build a career working with clients whose financial needs go beyond the everyday.

For ambitious professionals, financial advisory offers the opportunity to develop specialist knowledge, build lasting client relationships and grow their income through performance.

At Vision Financial, you’ll join a high-net-worth district where you can develop the skills to engage clients with more complex financial priorities. We welcome career switchers who bring strong people skills, commercial awareness and the drive to build a successful practice.

What’s in it for you?

• Basic salary plus commission, with remuneration details and applicable conditions discussed during selection.
• Four required examinations fully sponsored to support your entry into the profession.
• Direct mentorship from a director with over 30 years of industry experience.
• The opportunity to develop your understanding of affluent clients’ protection, wealth accumulation and legacy planning needs.
• Access to team resources and relationship-building events, including yacht-based client experiences that create opportunities for more personal conversations.
• Hybrid working arrangements, with flexibility alongside in-person training, meetings and client activities.
• A career where building your expertise and client relationships can expand your earning potential over time.

The opportunity

Working with affluent clients takes preparation, discretion and the ability to earn trust. You’ll learn to understand their priorities, ask thoughtful questions and explain suitable recommendations clearly.

You will be responsible for developing your client base, managing relationships and supporting clients as their financial circumstances evolve. Joining a high-net-worth district does not mean clients are handed to you, so initiative and consistent business development are essential.

What you’ll do

• Identify and engage prospective clients through outreach, networking and relationship-building.
• Conduct consultations to understand clients’ financial circumstances and goals.
• Develop suitable financial planning and protection recommendations.
• Build long-term relationships through regular reviews and responsive service.
• Participate in client engagement activities and team initiatives.
• Maintain accurate documentation and uphold professional and compliance standards.
• Complete the required examinations and ongoing training.

Who we’d like to meet

You may come from sales, business development, banking, hospitality, account management or another client-facing profession. Financial advisory experience is not required, but you should bring:

• Confidence in starting conversations and building relationships.
• Ambition to grow your income and willingness to work towards performance targets.
• Resilience when facing rejection and discipline in following up.
• Curiosity about financial planning and the needs of affluent clients.
• Professionalism, integrity and respect for confidentiality.

Location and eligibility

You must currently be based in Singapore and be available for in-person training, meetings and client activities. This is a hybrid role, not an overseas remote position.

Please indicate whether you require work-pass sponsorship. Sponsorship is assessed individually, and any appointment is subject to the relevant qualification, work authorisation and regulatory requirements.

Our selection process

Shortlisted candidates will complete personality assessments and interviews. We take time to understand your strengths, motivations and expectations, while giving you a clear picture of the work and support available.

Let’s explore whether this could be your next move.