Entry-Level Financial Planning Consultant

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

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring for a financial advisory role in Singapore.

The job involves conducting thorough financial assessments, developing tailored financial plans, and recommending suitable products based on clients' needs and risk profiles. Candidates with no experience are welcome. The role requires a minimum GCE A level, excellent communication skills, and the ability to work both independently and in a team, with strong analytical abilities and proficiency in Microsoft

Qualifications

• Open to candidates with no experience.
• Minimum GCE A level.
• 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.

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 (accountants, legal advisors, etc.) as needed to offer clients holistic solutions.

Skills

Interpersonal communication

Teamwork

Analytical thinking

Problem solving

MS Office

Education

GCE A level

Tools

Microsoft Office (Excel/Word)

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring for a financial advisory role in Singapore.

The job involves conducting thorough financial assessments, developing tailored financial plans, and recommending suitable products based on clients' needs and risk profiles. Candidates with no experience are welcome. The role requires a minimum GCE A level, excellent communication skills, and the ability to work both independently and in a team, with strong analytical abilities and proficiency in Microsoft