Job Description:
We are seeking motivated and dynamic Financial Services Consultants to join our team. As a consultant, you will provide comprehensive financial advice to clients, guiding them through the planning and management of their financial portfolios.
Key Responsibilities:
- Provide personalized financial advisory services to individual and corporate clients.
- Assess clients’ financial needs and goals to develop customized financial plans.
- Recommend appropriate insurance, investment, and savings products.
- Assist clients in managing financial risks, ensuring their portfolios are well-protected.
- Keep clients informed of changes in financial regulations and market trends.
- Conduct regular reviews of client portfolios and suggest adjustments as needed.
- Meet with clients regularly to discuss financial goals and provide professional advice.
- Achieve sales targets and contribute to the company’s overall performance.
Requirements:
- Diploma/Degree in Finance, Business, Economics, or related fields.
- Licensed by the MAS or relevant financial regulatory body (or willing to obtain relevant certifications).
- Excellent communication, interpersonal, and analytical skills.
- Self-motivated with the ability to work independently and as part of a team.
- Strong understanding of financial products such as insurance, investments, and retirement planning.
- Sales-driven and client-focused.
What We Offer:
- Competitive basic salary and attractive commission structure.
- Comprehensive training and mentorship programs.
- Opportunities for career growth and development.
- Supportive and collaborative work environment.
- Flexibility to manage your own schedule.
