Financial Consultant

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

Job summary

A leading firm specializing in wealth management is seeking a Consultant to provide tailored financial planning solutions. This role involves managing client relationships, analyzing financial portfolios, and participating in account reviews. With a focus on leadership development, this opportunity allows for a rewarding and impactful career in the financial sector.

Benefits

Opportunity to make a positive impact

Leadership Role

Attractive Salary & Benefits

Qualifications

• Strong networker & relationship builder.
• Highly goal driven and adaptable to fast-paced environments.
• Self-starter with a high level of resilience.

Responsibilities

• Provide financial planning advice and develop client relationships.
• Analyze financial data and propose tailored investment solutions.
• Comply with regulatory requirements and deliver client presentations.

Skills

Relationship building

Goal driven

Resilience

Job description

Our firm specializes in wealth management and estate planning solutions for our clients.Join us to embark on a rewarding and meaningful career!

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 partner’s 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