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Financial Services Consultant

2 months ago

Singapore MDE CAPITAL CONSULTANCY PTE. LTD. Full time
Job Description:

We are seeking highly motivated and dynamic Financial Services Professionals to join our esteemed organization, MDE Capital Consultancy Pte. Ltd. As a consultant, you will provide comprehensive financial guidance to clients, helping them navigate the planning and management of their financial portfolios.

Key Responsibilities:

  • Provide personalized financial advisory services to individual and corporate clients.
  • Assess clients' financial needs and goals to develop customized financial plans.
  • Recommend suitable insurance, investment, and savings products.
  • Assist clients in managing financial risks, ensuring their portfolios are well-protected.
  • Keep clients informed of changes in financial regulations and market trends.
  • Conduct regular reviews of client portfolios and suggest adjustments as needed.
  • Meet with clients regularly to discuss financial goals and provide professional advice.
  • Achieve sales targets and contribute to the company's overall performance.

Requirements:

  • Degree in Finance, Business, Economics, or related fields.
  • Licensed by the MAS or relevant financial regulatory body (or willing to obtain relevant certifications).
  • Excellent communication, interpersonal, and analytical skills.
  • Self-motivated with the ability to work independently and as part of a team.
  • Strong understanding of financial products such as insurance, investments, and retirement planning.
  • Sales-driven and client-focused.

What We Offer:

  • Competitive basic salary and attractive commission structure.
  • Comprehensive training and mentorship programs.
  • Opportunities for career growth and development.
  • Supportive and collaborative work environment.
  • Flexibility to manage your own schedule.