Wealth Planning Consultant — Client-Focused

Taqwa Organisation; Singapore; Presencial; SGD 70.000 - 90.000; Jornada completa

Descripción de la vacante

TAQ Wealth Associates in Singapore is seeking a Financial Services Consultant to meet clients, assess their financial goals, and design tailored plans across savings, investments, protection, and retirement.

You will conduct needs analysis, present suitable solutions, and manage implementation while building long-term client relationships. The role emphasizes ethical practice, client-centric service, and ongoing professional development.

Formación

• Strong client advisory and relationship skills.
• Solid financial planning and analysis capabilities.
• Sales and business development experience.
• Excellent communication and interpersonal skills.
• Professionalism with ethical standards.
• Academic qualifications in finance/business/economics; certifications are a plus.
• Prior experience in financial services preferred; structured training available.

Responsabilidades

• Meet with clients to understand financial goals and assess their current finances.
• Develop tailored plans covering savings, investments, protection, and retirement.
• Conduct financial needs analysis and present suitable solutions.
• Follow up on implementation of financial plans and maintain client relationships.
• Stay updated on financial products, market trends, and regulatory requirements.
• Participate in structured training and team activities to enhance proficiency.

Conocimientos

Client advisory

Relationship management

Active listening

Communication

Wealth planning

Sales

Business development

Analytical skills

Organizational skills

Ethics

Educación

Finance degree

Economics degree

Certifications

Descripción del empleo

TAQ Wealth Associates in Singapore is seeking a Financial Services Consultant to meet clients, assess their financial goals, and design tailored plans across savings, investments, protection, and retirement.

You will conduct needs analysis, present suitable solutions, and manage implementation while building long-term client relationships. The role emphasizes ethical practice, client-centric service, and ongoing professional development.