Client-Focused Financial Planning Associate

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 56,000 - 167,000; Full time

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring a Financial Advisor for a permanent role at our Singapore office (Somerset). The position involves assessing clients, creating tailored financial plans, and recommending suitable products while building long-term client relationships.

You will work with a team, learn regulatory requirements, and communicate complex financial topics clearly to clients. Flexible timing is available within standard hours.

Qualifications

• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft Office applications.
• Open to candidates with no experience.

Responsibilities

• Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives.
• Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization.
• Recommend suitable financial products and investment opportunities based on clients' needs and risk profiles.
• Monitor and review clients' portfolios regularly, adjusting strategies as market conditions or client objectives change.
• Communicate complex financial information clearly and provide ongoing education to clients.
• Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients.
• Foster and grow long-term relationships with clients by delivering attentive, responsive service.
• Ensure compliance with legal and regulatory requirements in all aspects of financial advisory.
• Collaborate with other professionals to offer clients holistic solutions.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving

Microsoft Office

Team player

Education

GCE A level

Tools

Microsoft Office

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring a Financial Advisor for a permanent role at our Singapore office (Somerset). The position involves assessing clients, creating tailored financial plans, and recommending suitable products while building long-term client relationships.

You will work with a team, learn regulatory requirements, and communicate complex financial topics clearly to clients. Flexible timing is available within standard hours.