Personal Strategy Consultant
Job Description:
Step into the role of a Personal Strategy Consultant, where your expertise will contribute to clients’ financial objectives.
Key Responsibilities:
• Conducting detailed assessments to understand clients’ needs
• Developing and implementing personalized strategic plans aligned with client objectives.
• Providing advice on diverse solutions and emerging trends.
• Building client relationships through effective communication.
• Staying attuned to financial industry dynamics, regulations, and emerging opportunities.
Requirements:
• Singaporean or PR only
• At least 21 years old (regulatory requirement)
• Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
• Proven experience in strategic consulting or similar roles.
• In-depth knowledge of financial industry dynamics, markets, and regulations.
• Strong interpersonal and communication skills.
• Relevant industry certifications are advantageous.
Job Scope:
As a Personal Strategy Consultant, you’ll play a pivotal role in guiding individuals toward financial objectives. Your responsibilities include developing strategic plans, staying updated on industry dynamics, and building lasting client relationships.
