Financial Consultant

Paul Chan & Associates (017/16/CFEREC/1306/GELS); Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading financial services firm in Singapore is seeking an experienced Financial Consultant. You will provide comprehensive financial advice to clients, develop personalized plans, and maintain strong relationships. A proven track record in finance and relevant qualifications (CFP or ChFC) are essential. This full-time position offers a competitive salary and a comprehensive benefits package.

Benefits

Competitive salary

Performance-based bonuses

Comprehensive benefits package

Flexible work arrangements

Opportunities for career advancement

Qualifications

• Experience providing comprehensive financial advice to clients.
• Ability to translate complex financial concepts into understandable advice.
• Track record in building and maintaining long-term client relationships.

Responsibilities

• Conduct in-depth financial assessments to understand clients' goals.
• Develop personalized financial plans and investment strategies.
• Provide expert advice on investment portfolios and insurance.
• Build and maintain strong relationships with clients.
• Stay updated with industry regulations and market trends.
• Collaborate with the team for seamless service delivery.

Skills

Strong knowledge of financial markets

Excellent communication skills

Proven track record in relationship management

Commitment to continuous learning

Education

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Job description

About the role

We are seeking an experienced Financial Consultant to join our team at Paul Chan & Associates. As a Financial Consultant, you will be responsible for providing comprehensive financial advice and services to our valued clients. This is a full-time position based in the Paya Lebar East Region.

What you'll be doing

1. Conducting in-depth financial assessments to understand clients' goals, risk profiles, and investment objectives
2. Developing personalised financial plans and investment strategies to help clients achieve their financial objectives
3. Providing expert advice on a range of financial products, including investment portfolios, insurance, and retirement planning
4. Building and maintaining strong relationships with clients through regular communication and review sessions
5. Staying up-to-date with industry regulations, market trends, and financial products to ensure clients receive the most current and relevant advice
6. Collaborating with the broader team to ensure seamless service delivery and client satisfaction

What we're looking for

1. Strong knowledge of financial markets, investment products, and regulatory requirements
2. Excellent communication and interpersonal skills, with the ability to translate complex financial concepts into easy-to-understand advice
3. A proven track record of building and maintaining long-term relationships with clients
4. Commitment to continuous learning and professional development
5. Relevant financial qualifications, such as a Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation

What we offer

At Paul Chan & Associates, we are dedicated to supporting the professional and personal growth of our employees. We offer a competitive salary, performance-based bonuses, and a comprehensive benefits package, including health and wellness initiatives, flexible work arrangements, and opportunities for career advancement.

About us

Paul Chan & Associates is a leading financial services firm with a strong focus on providing personalised, client-centric solutions. Our mission is to empower our clients to achieve their financial goals through the delivery of exceptional advisory services. With a team of highly skilled and experienced professionals, we are committed to fostering a culture of excellence and innovation.

Apply now to join our dynamic team and take the next step in your financial services career.