Executive Financial Services Consultant | Singapore, SG | Hybrid

TN Advisory Group; Singapore; Hybrid; SGD 80,000 - 100,000; Full time

Job summary

TN Advisory Group is seeking an Executive Financial Services Consultant to provide expert financial advice and build long-lasting client relationships. The ideal candidate will possess strong analytical skills, communicate effectively, and hold a related degree, helping clients achieve their financial goals through tailored solutions.

Qualifications

• Proven experience in financial services or consulting.
• Certification such as CFP is a plus.
• Self-motivated with a drive to succeed.

Responsibilities

• Conduct comprehensive financial assessments for clients.
• Advise clients on various financial products including investment options and retirement planning.
• Track and monitor clients' financial portfolios.

Skills

Communication

Analytical

Problem-Solving

Interpersonal

Education

Bachelor's degree in Finance, Business, Economics or related field

Job description

Executive Financial Services Consultant

TN Advisory Group Singapore Apply now Posted 2 days ago Hybrid Job Permanent S$6k - S$9k

Executive Financial Services Consultant

TN Advisory Group Singapore Apply now

About Us:
At TN Advisory, we specialize in providing tailored financial solutions to individuals and businesses. As a trusted partner in the financial services industry, we are committed to helping our clients achieve their financial goals. Join our team and become part of a dynamic and growing company that values expertise, integrity, and innovation.

We are a group of Financial Services Consultants representing Legacy FA Pte Ltd.Legacy FA Pte Ltd is a Financial Advisory Firm licensed by the Monetary Authority of Singapore (MAS)

Position Overview:
We are seeking a highly motivated and skilled Financial Services Consultant to join our team. In this role, you will provide expert advice and personalized financial solutions to clients, ensuring their financial goals are met while building long-term relationships. The ideal candidate will have a strong understanding of financial products and services, excellent communication skills, and a passion for helping clients succeed financially.

Key Responsibilities:

• Conduct comprehensive financial assessments and evaluations for clients.
• Advise clients on a wide range of financial products and services, including investment options, retirement planning, insurance, and tax strategies.
• Develop personalized financial plans based on clients' needs, goals, and risk tolerance.
• Build and maintain long-term relationships with clients, ensuring ongoing support and satisfaction.
• Stay current with industry trends, financial regulations, and market conditions to provide up-to-date advice.
• Collaborate with internal teams to ensure seamless delivery of services and solutions.
• Track and monitor clients' financial portfolios, making recommendations for adjustments as necessary.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field (preferred).
• Proven experience in financial services or consulting, with a strong understanding of financial products and services.
• Certification such as CFP (Certified Financial Planner) or relevant financial designations is a plus.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Ability to build and maintain client relationships in a professional and trustworthy manner.
• Self-motivated with a drive to succeed and meet targets.
• Ability to work independently as well as part of a team.

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