Financial Advisor

J.S.F; Singapore; On-site; SGD 50,000 - 75,000; Full time

Job summary

A financial services company in Singapore is seeking a financial advisor to assess client financial situations and create comprehensive plans. The role involves advising on investment options, managing client portfolios, and maintaining professional relationships. Ideal candidates possess strong financial expertise and relevant certifications. This position offers an opportunity to help clients achieve their financial goals.

Qualifications

• Strong knowledge of investment products and financial markets.
• Ability to analyze financial data and develop strategic plans.
• Excellent interpersonal skills to explain complex financial concepts.

Responsibilities

• Assess clients' financial situations to create comprehensive financial plans.
• Advise on investment options and monitor client portfolios.
• Build and maintain professional relationships with clients.

Skills

Financial expertise

Analytical skills

Communication

Sales and networking

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Series licenses

Job description

Core responsibilities

• planning: Assess a client's financial situation (income, expenses, assets, and liabilities) to create a comprehensive financial plan with short- and long-term goals.
• Investment management: Advise on investment options, help establish investment profiles, and monitor client portfolios to ensure they align with objectives and risk tolerance.
• Client relations: Build and maintain professional relationships with clients, and market services to acquire new clients.
• Financial education: Educate clients on various financial topics, such as creating budgets, saving, investing, and understanding risks.
• Specialized advice: Offer specialized services like tax planning, estate planning, and insurance recommendations based on the client's needs.
• Ongoing management: Regularly meet with clients to review their progress, discuss life changes, and adjust their financial plans as needed.

Key skills and qualifications

• Financial expertise: Strong knowledge of investment products, financial markets, retirement planning, and insurance.
• Analytical skills: Ability to analyze financial data and develop strategic, customized plans.
• Communication: Excellent interpersonal skills to explain complex financial concepts clearly and build trust with clients.
• Sales and networking: Skills in finding and developing new client relationships.
• Relevant certifications: Professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Series licenses may be required depending on the role.