Financial Advisor
2 weeks ago
- Well Established Company
- Training Allowance $ $ Comm
- Excellent Welfare and Benefits + Career progression
- Working location: Queenstown
- Working Days: Monday – Friday
- Working Hours: 9am-6pm
Responsibilities:
- Financial advisors work closely with clients to develop comprehensive financial plans tailored to their specific goals, needs, and circumstances
- Assessing client's current financial situation, identifying objectives (such as retirement planning, wealth accumulation, education funding, or estate planning), and creating strategies to achieve these goals
- Provide guidance on investment strategies and asset allocation based on clients' risk tolerance, time horizon, and financial objectives
- Recommend suitable investment products such as stocks, bonds, mutual funds, exchange-traded funds, or other securities
- Help clients mitigate financial risks by analysing their insurance needs and recommending appropriate insurance products, including life insurance, health insurance, disability insurance, and long-term care insurance
Job Requirement:
- Possess minimum GCE 'A' Level or related equivalent
- No experience required. Training provided
Candidates are encouraged to apply this position via Apply Now button with the following information in the resume
- Work experiences and job responsibilities
- Current and Expected salary
- Reason for leaving
- Date of availability
- Education background
We regret that only shortlisted candidates will be contacted.
CHENG JAU WEI (R
EA Recruitment Pte Ltd
EA License No: 21C0492
Tell employers what skills you haveWealth Management
Automobile
Sales
Investment Strategies
Asset Allocation
Assessing
Tolerance
Financial Management
Customer Relationships
Wealth Accumulation
Securities
General Insurance
Life Insurance
Estate Planning
Bonds
Retirement Planning
Health Insurance
Disability Insurance
Mutual Funds
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