Financial Consultant & Planner — Grow Client Wealth

CALMOI; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a motivated and experienced Financial Consultant to join their team. In this role, you will provide expert financial advice and planning services to clients, helping them achieve their financial goals. The ideal candidate possesses a Bachelor's degree in a related field and relevant certifications, along with strong analytical and communication skills. This position offers a competitive salary and opportunities for professional growth.

Benefits

Competitive salary

Performance-based bonuses

Health insurance

Retirement plan

Flexible working arrangements

Qualifications

• Minimum [X] years' experience in financial consultancy or related role.
• High ethical standards and attention to detail.
• Knowledge of local regulatory environment and investment products.

Responsibilities

• Meet with clients to understand their financial goals.
• Analyse clients' financial information.
• Develop personalised financial plans.
• Recommend appropriate financial products and strategies.
• Build and maintain strong client relationships.

Skills

Analytical skills

Interpersonal skills

Communication skills

Financial data interpretation

Problem-solving skills

Education

Bachelor's degree in Finance, Accounting, Economics

Certification such as CFP, CFA

Tools

Microsoft Excel

Financial planning/software

Job description

A financial advisory firm in Singapore is seeking a motivated and experienced Financial Consultant to join their team. In this role, you will provide expert financial advice and planning services to clients, helping them achieve their financial goals. The ideal candidate possesses a Bachelor's degree in a related field and relevant certifications, along with strong analytical and communication skills. This position offers a competitive salary and opportunities for professional growth.