Financial Consultant

Summit Planners Exchange; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading consulting firm in Singapore is looking for a consultant to provide financial planning advice and manage client relationships. The ideal candidate should be a strong networker, goal-oriented, and possess resilience. This role offers an opportunity for leadership and attractive salary and benefits.

Benefits

Opportunity to make a positive impact

Leadership role

Attractive salary and benefits

Qualifications

• Strong ability to build relationships and network effectively.
• Proven track record in achieving sales targets.
• Ability to analyse financial data and make recommendations.

Responsibilities

• Provide financial planning advice to clients.
• Manage client relationships to achieve business objectives.
• Analyse risk appetite and propose investment solutions.

Skills

Strong networking skills

Goal driven

Resilience

Job description

The Role

Role Description

The consultant will be responsible for providing financial planning advice, developing client relationships, analysing financial data, and creating tailored solutions. We are in partnership with more than 10 leading financial services providers to customise the optimal solution for our clients.

Job Scope

• Acquiring and managing relationships with clients in your area of focus to achieve sales targets and business objectives.
• Partnering with our various partners' business development managers to provide timely and relevant advisory services to clients.
• Analysing clients\' risk appetite, investment preferences and return expectations and proposing investment solutions accordingly.
• Analysing investment portfolios to determine asset re-allocation opportunities.
• Developing, reviewing, and making recommendations for changes in investment policies based on market conditions.
• Complying with internal guidelines and regulatory requirements.
• Participating in account reviews & preparing and delivering client presentations.
• Develop leadership and mentoring skills to fast track for management path.

Ideal Profile

• You are a strong networker & relationship builder
• You are highly goal driven and work well in fast paced environments
• You are a self-starter and demonstrate a high level of resilience

What\'s on Offer?

• Opportunity to make a positive impact
• Leadership Role
• Attractive Salary & Benefits