- Date Listed
- 08 Apr 2024
- Experience Level
- Entry Level / Junior Executive
- Profession
- Banking / Finance
- Industry
- Finance
- Job Period
- Flexible Start - Flexible End
- Location Name
- Singapore
- Company Profile
Our client is a financial services company based in Singapore that provides financial planning, investment advisory, and wealth management services to individuals and businesses with personalized financial advice and tailored investment solutions.
- Job Description
They are looking for a highly motivated Financial Consultant to join the team. As a Financial Consultant, you will be responsible for meeting with clients, conducting financial planning sessions, and analyzing various financial products and services to provide suitable recommendations to clients.
Key Responsibilities:
- Assess clients’ financial situation to help them work towards their financial goals.
- Provide advice on insurance to help companies and individuals plan for their financial futures.
- Help clients with financial planning in areas such as retirement, education, and investments.
- Follow up with clients to assess how developments in their life might affect their financial plan.
Requirements:
- At least Diploma
- Excellent interpersonal and communication skills
- Ability to work independently and as a team player
- Strong analytical and problem-solving skills
- Proficient in Microsoft Office applications
By submitting your personal data and/or resume to us in connection with your job application, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal data and/or resume to prospective employers for the purpose of the evaluating, processing and administration by the company relating to this job application.
Related Job Searches:
- Company:
Ace Staffing SG Pte Ltd - Designation:
Financial Advisor - Profession:
Banking / Finance - Industry:
Finance
