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.
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
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