Financial Advisor

1 day ago


Singapore FOCUS WEALTH PARTNERS PTE. LTD. Full time
About the Role

We are seeking a highly skilled and experienced Financial Consultant to join our team at Focus Wealth Partners Pte. Ltd. in Singapore.

Key Responsibilities
  • Provide sound financial advice to existing and new clients, identifying areas for improvement and developing tailored financial plans.
  • Assess clients' financial situations, identifying shortfalls and opportunities for growth.
  • Collaborate with clients to establish and achieve their financial objectives, aligning their plans with short-term and long-term goals.
  • Offer recommendations on various financial solutions, ensuring clients' needs are met.
  • Regularly meet with clients to review and adjust their financial plans, addressing any changes in their circumstances.
  • Build and maintain a client base, identifying new business opportunities and developing relationships with potential clients.
Requirements
  • At least 21 years of age and meet the requirements of an appointed representative (Section 23, FAA).
  • A minimum education qualification in Diploma or GCE 'A' Level certificate; or equivalent.
  • Goal-driven and result-oriented, with excellent communication and interpersonal skills.
  • Excellent command of the English language.
About Focus Wealth Partners

We are a leading wealth management firm dedicated to helping our clients achieve their financial goals through effective decision-making. Our approach is goal-focused and planning-driven, prioritizing our clients' needs and goals above market trends and current events. We strive to be more than just financial advisors, serving as trusted partners on our clients' financial journeys. Our services include trusts, pensions, protection, investments, and savings planning, as well as estate and inheritance tax planning. We are licensed by the Monetary Authority of Singapore (MAS) to advise on investment products and arrange contracts of insurance in respect to life policies.



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