Permanent Sales Consultant / Financial Consultant
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
jiawei@placement.com.sg
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D
Job Responsibilities:
• Work Hours: Mon to Fri, 9am – 6pm (Flexible timing)
• Perform detailed financial reviews of clients by analysing their income, expenses, investments, and future financial goals.
• Create customised financial strategies that include investment planning, savings solutions, retirement preparation, insurance coverage, and tax planning considerations.
• Provide recommendations on suitable financial products and investment options based on clients’ objectives and risk tolerance.
• Regularly review and assess client portfolios, making necessary adjustments based on market developments and changing financial priorities.
• Explain financial concepts in a clear and approachable manner while providing continuous guidance and education to clients.
• Keep updated on financial products, market movements, and regulatory developments that may impact clients.
• Build and strengthen long-term client relationships through proactive communication and quality service.
• Ensure all advisory activities are carried out in accordance with applicable laws, regulations, and compliance standards.
• Work together with external professionals such as accountants and legal advisors to provide comprehensive financial solutions for clients.
Requirements:
• Open to candidates with no experience
• Minimum GCE A level
• Excellent interpersonal and communication skills
• Ability to work independently and as a team player
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office applications
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.