Financial Planning Consultant
2 days ago
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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