Company’s Profile
One of the leading global Financial Providers providing insurance and investment planning and management services, they are now looking for vibrant and passionate individuals that are seeking a career path in the financial industry to join them to gain insights and have hands-on experience with guided mentorship to spearhead their career in this industry!
Work location: Newton
Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)
Job Responsibilities:
- Financial Assessment: Conduct comprehensive evaluations of clients' financial circumstances, including income, expenses, assets, and liabilities. Analyze clients' financial goals, risk tolerance, and time horizon to develop personalized financial plans.
- Financial Planning: Develop customized financial plans that address clients' short-term and long-term goals, such as retirement planning, investment management, and tax optimization. Provide recommendations on budgeting, debt management, and insurance coverage to improve clients' financial health.
- Investment Advisory: Recommend suitable investment options based on clients' financial objectives, risk tolerance, and investment horizon. Monitor investment performance and provide regular updates and adjustments to optimize portfolio returns.
- Client Relationship Management: Build and maintain strong relationships with clients through regular communication and personalized service. Educate clients on financial matters and empower them to make informed decisions about their finances. Address client inquiries, concerns, and requests in a timely and professional manner.
Requirements:
- Graduated from local polytechnic Diploma/A Levels/University Degree
- MUST be able to commit for minimally 1 month, convertible to full-time permanent role
Your recruiter for this job: WhatsApp Celine @ 8494 0873 for a quicker response.
Connect with me on LinkedIn: www.linkedin.com/in/your-recruiter-celine-chan
Interested candidates may apply directly as well. For more job opportunities, follow SnatchJobs on Telegram: https://t.me/sgfulltimers
Celine Chan | R21103433
Recruit Now Singapore Pte Ltd | EA No: 21C0845
