Personal Finance Consultant
5 days ago
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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