Financial Consultant

3 weeks ago


Singapore KAIROS (S) PRIVATE LIMITED Full time
Roles & Responsibilities

Responsibilities

  • Assess financial needs: Evaluate a client's budget, savings, and investment goals
  • Develop financial plans: Create short- and long-term financial plans
  • Provide advice: Offer recommendations on investment strategies, insurance products, and tax solutions
  • Educate clients: Explain the benefits and risks of different investment options
  • Manage accounts: Oversee client accounts to identify investment changes
  • Build relationships: Maintain relationships with clients and identify new ones
  • Research: Look into different investment opportunities and market conditions
  • Stay current: Keep up to date with financial regulations and economic trends
Tell employers what skills you have

Coaching
Wealth Management
Lifestyle
Investment Strategies
Financial Planning
Tax
Investments
Wealth Accumulation
Wealth
Risk Management
Banking
Retirement Planning
Financial Advisory
Retirement
Corporate Finance
Financial Services

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