Position: Financial Advisor
Location: Central
Key Responsibilities:
- Client Consultation: Meet with clients to understand their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Develop and present comprehensive financial plans and strategies tailored to individual client needs.
- Investment Management: Provide advice on investment opportunities, portfolio management, and asset allocation.
- Relationship Building: Foster and maintain strong relationships with clients to ensure their financial satisfaction and loyalty.
- Market Analysis: Stay informed about market trends, economic conditions, and financial products to provide relevant advice.
- Compliance: Adhere to regulatory requirements and company policies to ensure ethical and legal practices.
Job Requirements:
- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
- Ability to work independently and as part of a team in a fast-paced environment.
- Self-driven individual.
Attention to: Hailey
By submitting any application or résumé to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.
We regret to inform you that only shortlisted candidates will be notified. All applications will be treated with the strictest confidence.
Elitez Pte Ltd | EA Licence: 16C8004| Hailey YANG | Registration No: R1876431
