Financial Planning Consultant

2 days ago


Singapore FINANCIAL ALLIANCE PTE. LTD. Full time
Job Description:

Overview

FINANCIAL ALLIANCE PTE. LTD. is a dynamic and forward-thinking financial services firm seeking an experienced Financial Advisory Representative to join our team. As a key member of our advisory team, you will play a vital role in providing high-quality financial planning services to our clients.

Salary: SGD 80,000 - SGD 120,000 per annum (dependent on experience)

Key Responsibilities:

  • Profile clients' needs and provide purposeful financial advice
  • Acquire new clients through business development activities, including client presentations, seminars, and workshops
  • Develop financially independent and savvy clientele through meaningful use of financial planning techniques

Required Skills and Qualifications:

  • Self-motivated with a strong will to excel in a competitive environment
  • Minimum GCE 'A' Levels, Diploma or above; CMFAS accreditation highly preferred
  • Effective communication and interpersonal skills; able to work in a team environment

Benefits:

  • Competitive salary and bonus structure
  • Ongoing professional training and development opportunities
  • Chance to work with a dynamic and growing organization

How to Succeed:

  • Strong knowledge of financial planning principles and practices
  • Excellent communication and presentation skills
  • Ability to build strong relationships with clients and colleagues

About Us:

FINANCIAL ALLIANCE PTE. LTD. is a leading provider of financial services, committed to delivering exceptional results for our clients. Our team of experts provides tailored solutions to meet the unique needs of each client, ensuring long-term success and growth.



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