Strategic Financial Planner & Investment Advisor

J.S.F; Singapore; On-site; SGD 50,000 - 75,000; Full time

Job summary

A financial services company in Singapore is seeking a financial advisor to assess client financial situations and create comprehensive plans. The role involves advising on investment options, managing client portfolios, and maintaining professional relationships. Ideal candidates possess strong financial expertise and relevant certifications. This position offers an opportunity to help clients achieve their financial goals.

Qualifications

• Strong knowledge of investment products and financial markets.
• Ability to analyze financial data and develop strategic plans.
• Excellent interpersonal skills to explain complex financial concepts.

Responsibilities

• Assess clients' financial situations to create comprehensive financial plans.
• Advise on investment options and monitor client portfolios.
• Build and maintain professional relationships with clients.

Skills

Financial expertise

Analytical skills

Communication

Sales and networking

Education

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Series licenses

Job description

A financial services company in Singapore is seeking a financial advisor to assess client financial situations and create comprehensive plans. The role involves advising on investment options, managing client portfolios, and maintaining professional relationships. Ideal candidates possess strong financial expertise and relevant certifications. This position offers an opportunity to help clients achieve their financial goals.