Financial Planner

J.S.F; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a skilled financial advisor to assist clients with their financial planning and investment strategies. The role involves building client relationships, performing financial analyses, and providing ongoing support to achieve clients' financial goals.

Responsibilities

• Building and maintaining strong relationships with clients.
• Evaluating clients' financial status, including income and expenses.
• Developing and presenting comprehensive financial plans.

Skills

Client Relationship Management

Financial Analysis

Financial Planning

Investment Advice

Risk Management

Client Education

Job description

Key Responsibilities:

• Client Relationship Management:Building and maintaining strong relationships with clients based on trust and understanding their financial needs.
• Financial Analysis:Evaluating clients' current financial status, including income, expenses, assets, and liabilities.
• Financial Planning:Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
• Investment Advice:Recommending suitable investment options and strategies based on client goals and risk tolerance.
• Retirement Planning:Assisting clients in planning for retirement, including assessing retirement needs and developing strategies to achieve retirement goals.
• Risk Management:Identifying and mitigating financial risks through appropriate insurance and other strategies.
• Ongoing Support:Providing regular reviews of financial plans, making adjustments as needed, and offering ongoing support to clients.
• Client Education:Educating clients on financial products, market trends, and investment opportunities.