Client Consultant
5 days ago
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
- Be at least 21 years old
- 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
Wealth Management
Financial Planning
Interpersonal Skills
Investments
Customer Engagement
Relationship Management
Wealth
Private Banking
Estate Planning
Financial Analysis
Business Continuity Management
Banking
Financial Advisory
Customer Service
Case Management
Financial Services
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