Strategic Financial Planner & Advisor

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

Job summary

A financial consulting firm in Singapore is seeking a motivated Financial Consultant to deliver personalized financial planning services. You will analyze clients' financial situations, develop comprehensive plans, and maintain strong relationships. Ideal candidates have a Bachelor’s degree, relevant certifications, and experience in financial consultancy. This role offers a competitive salary and opportunities for professional growth.

Benefits

Competitive salary

Performance-based bonuses

Professional growth opportunities

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• Preferred certification such as CFP, CFA or equivalent.
• Minimum [X] years’ experience in financial consultancy or a related role.

Responsibilities

• Meet with clients to understand their financial goals.
• Develop personalized financial plans covering investments and retirement.
• Recommend appropriate financial products and monitor client portfolios.

Skills

Analytical skills

Communication skills

Interpersonal skills

Proficiency in Excel

Education

Bachelor's degree in Finance, Accounting, or Economics

CFP or CFA certification

Tools

Financial planning software

Job description

A financial consulting firm in Singapore is seeking a motivated Financial Consultant to deliver personalized financial planning services. You will analyze clients' financial situations, develop comprehensive plans, and maintain strong relationships. Ideal candidates have a Bachelor’s degree, relevant certifications, and experience in financial consultancy. This role offers a competitive salary and opportunities for professional growth.