Deskripsi Pekerjaan
Are you passionate about helping individuals and businesses achieve their financial goals? Join Financial Institution as a Financial Consultant and become a trusted advisor to our clients. We are a leading financial services provider in Singapore, committed to delivering innovative solutions and personalized service. As a Financial Consultant, you will play a pivotal role in guiding clients through their financial journey, from retirement planning to investment strategies.
This role is ideal for a motivated professional who thrives in a dynamic environment and has a genuine desire to make a positive impact. You will work closely with a team of experts and have access to extensive resources to support your growth. We offer competitive compensation, ongoing training, and clear career progression paths.
If you are ready to take your career to the next level and help shape the financial future of our clients, we encourage you to apply today.
Tanggung Jawab
- Conduct comprehensive financial assessments to understand clients' goals and risk tolerance.
- Develop personalized financial plans covering savings, investments, insurance, and retirement.
- Recommend suitable financial products and services tailored to client needs.
- Monitor and review client portfolios, making adjustments as market conditions change.
- Build and maintain long-term relationships through regular follow-ups and reviews.
- Stay updated on market trends, regulatory changes, and new financial products.
- Collaborate with team members to achieve business targets and share best practices.
Kualifikasi
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum of 2 years' experience in financial advisory, wealth management, or similar role.
- Relevant certifications (e.g., CFA, CFP) are preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Proven track record of achieving sales or advisory targets.
- Proficient in financial planning software and MS Office Suite.
- Self-motivated with a commitment to continuous learning and professional development.