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Client Consultant
Job summary
An established industry player is seeking a Client Consultant to join their dynamic team in a hybrid role. This position focuses on delivering personalized financial advisory services, including financial and estate planning, while fostering strong relationships with clients. The company values collaboration and offers a supportive environment with a clear career roadmap and transparent compensation structure. If you are passionate about financial planning and enjoy helping clients achieve their financial goals, this opportunity is perfect for you.
Benefits
Qualifications
- Keen interest in financial planning advisory and client relationship building.
- Willingness to undergo training and obtain necessary certifications.
Responsibilities
- Provide financial advisory services including financial and estate planning.
- Manage investments and align client needs with financial solutions.
Skills
Education
Company Description
We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.
Role Description
This is a full-time hybrid role. The Client Consultant will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments.
Benefits
- Working amongst experienced professionals
- A clear career roadmap with personalized guidance from dedicated manager
- Supportive and vibrant environment
- Transparent compensation structure
Requirements
- Have keen interest in financial planning advisory
- Enjoy meeting clients and building relationships
- Ready to undergo trainings and obtain necessary certifications required for the role
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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