Financial Service Consultant

Professional Investment Advisory Services; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services firm in Singapore is seeking a talented Financial Service Consultant to provide comprehensive financial planning services. Key responsibilities include conducting financial analyses, educating clients on products, and maintaining client relationships. Ideal candidates have solid experience in financial services and relevant qualifications. This full-time position offers competitive salary and benefits, and fosters professional growth in a supportive team environment.

Benefits

Competitive salary

Comprehensive benefits package

Professional development opportunities

Qualifications

• Demonstrated experience in the financial services industry.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Conduct in-depth financial analysis and provide personalised investment strategies.
• Educate clients on financial products and services.
• Develop and maintain long-term relationships with clients.

Skills

Financial analysis

Customer service

Communication

Analytical skills

Problem-solving

Education

Relevant tertiary qualification in finance or economics

Certification as a Certified Financial Planner (CFP)

Job description

Professional Investment Advisory Services – Southern Islands

We are seeking a talented and driven Financial Service Consultant to join our dynamic team at Professional Investment Advisory Services - Christopher Loh' in Sentosa Central Region. This is a full-time position that will play a crucial role in providing comprehensive financial planning services to our clients.

What you'll be doing

• Conduct in-depth financial analysis and provide personalised investment strategies tailored to clients' unique financial goals and risk profiles
• Educate clients on a wide range of financial products and services, including investments, insurance, and retirement planning
• Develop and maintain long-term relationships with clients, understanding their evolving needs and providing exceptional customer service
• Stay up-to-date with industry regulations, market trends, and new financial products to ensure clients receive the most current and relevant advice
• Collaborate with the wider team to deliver a seamless and cohesive financial planning experience for clients
• Contribute to the growth and success of the company by actively prospecting for new clients and expanding the client base

What we're looking for

• Demonstrated experience in the financial services industry, preferably in a financial planning or advisory role
• Strong analytical and problem-solving skills, with the ability to understand complex financial concepts and translate them into practical solutions for clients
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients from diverse backgrounds
• A proven track record of providing exceptional customer service and achieving client satisfaction
• A commitment to staying up-to-date with industry regulations, trends, and new financial products
• A relevant tertiary qualification in finance, economics, or a related field
• Certification as a Certified Financial Planner (CFP) or equivalent professional designation is highly desirable

What we offer

At Professional Investment Advisory Services - Christopher Loh', we are committed to providing our employees with a rewarding and fulfilling career. We offer a competitive salary, comprehensive benefits package, and opportunities for professional development and advancement. Our collaborative and supportive team environment encourages growth and innovation, allowing you to thrive and reach your full potential.

About us

Professional Investment Advisory Services - Christopher Loh' is a leading financial services firm dedicated to delivering personalized investment solutions and comprehensive financial planning to our clients. With a strong focus on client‑centric approach, we strive to empower our clients to make informed decisions and achieve their long-term financial goals.

If you are a talented and driven Financial Service Consultant who is passionate about making a positive impact on our clients' financial well‑being, we encourage you to apply now.

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