Financial Services Consultant

4 weeks ago

Singapore MAGELLAN OPENSPACE PTE. LTD. Full time
Roles & Responsibilities

No prior experience required

Comprehensive training provided

Great for fresh grads looking to build a long-term career

About Us:

Magellan & Co. seeks to transform the lives of our clients through quality financial advice to life's unexpected crises in the foreseeable future. We offer real solutions to manage risk so our clients can enjoy a peace of mind. Transform Yourself By Transforming Lives

Job Scope:

  • Provide financial planning and investment advice to clients to achieve their financial goals.
  • Take primary responsibility for all aspects of a client relationship, working closely to fully understand their financial situation and requirements.
  • Collaborate with tax, legal and estate planning professionals to develop a client's entire financial roadmap and ensure progress in achieving those goals.
  • Execute sound financial needs analysis and recommendations.
  • Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning and investment management.
  • Review clients' portfolio regularly to determine if adjustments are needed because of personal or financial changes.
  • Be a team-player.

Benefits:

Embark on an opportunity where you are the captain of your own career. Not only do you get to ignite the entrepreneurial spirit in you, where you can decide on your potential income and career path, you also get to enjoy work-life balance since you manage your own time. Be the master of your fate, be the captain of your soul.

Requirements:

  • At least 21 years old [Due to legal/regulatory requirement]
  • Singaporean / Permanent Resident [Due to legal/regulatory requirement]
  • Candidate must possess at least a GCE "A" level, Local Polytechnic Diploma or Degree
  • Candidates without experience / entry level candidates or mid-career switchers are welcome

Only shortlisted candidates will be notified.

Thank you for your application

Tell employers what skills you have

Wealth Management
Management Skills
Leadership
Investment Strategies
Financial Management
Financial Planning
Interpersonal Skills
Wealth Accumulation
Wealth
Risk Management
Good Communication Skills
General Insurance
Life Insurance
Presentation Skills
Consulting
Financial Advisory
Customer Service
Project Delivery
Retirement
Financial Services

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