Strategic Financial Consultant

7 days ago


Singapore NEWBRIDGE ALLIANCE PTE. LTD. Full time
About the Role:

As a Strategic Financial Consultant with NEWBRIDGE ALLIANCE PTE. LTD., you will play a pivotal role in delivering tailored financial solutions to clients, helping them achieve their long-term financial objectives. This includes crafting comprehensive financial plans and ensuring meticulous accuracy.

Responsibilities:
  • Provide expert financial planning & Insurance support to clients
  • Cultivate client relationships by collaborating with investment professionals
  • Purposefully prepare financial plans and rigorously check for accuracy

Requirements:
  • Bachelor's degree or local polytechnic diploma
  • Strong willingness to learn and adapt
  • In-depth understanding of the investment industry
  • Excellent interpersonal and communication skills

Wealth Management Skills:
Wealth Management, Microsoft PowerPoint, Lifestyle, Microsoft Excel, Aftersales, Financial Planning, Interpersonal Skills, Investments, Wealth Accumulation, Wealth, Risk Management, Needs Analysis, General Insurance, Life Insurance, Financial Advisory, Personal Development, Corporate Finance, Financial Services

Compensation Package:
This strategic position comes with a competitive salary range of SGD 80,000 - SGD 110,000 annually, depending on experience.

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