Personal Finance Consultant

5 days ago


Singapore Advisors' Clique Full time

About the Role

As a Financial Advisor at Advisors' Clique, you will play a critical role in providing exceptional financial advisory services to clients. You will be responsible for reviewing client portfolios, developing financial plans, and building strong relationships with clients.

Main Accountabilities:

  • Portfolio Review and Analysis: Conduct thorough reviews of client portfolios to ensure optimal investment strategies.
  • Financial Planning: Develop and implement customized financial plans that cater to the diverse needs of clients.
  • Client Relationship Management: Foster strong relationships with clients through expert guidance, responsive communication, and proactive problem-solving.

What We Offer:

  • Flexible Work Schedule: Prioritize your work schedule to accommodate your personal needs and preferences.
  • Earning Potential: No earning caps or limitations – your earning potential is directly tied to your performance.
  • Performance-Based Bonuses: Competitive bonuses based on individual and team achievements.

Eligibility Criteria:

  • Singaporean or Permanent Resident Status: Meet the eligibility requirements for this role.
  • Age Requirement: Aged 21 or above.

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