Strategic Financial Consultant
6 days ago
We are seeking an experienced Senior Financial Planner to join our team at EXCEDER CONSULTING PTE. LTD. This role offers a dynamic and challenging environment where you can utilize your expertise to deliver exceptional financial planning services to clients.
Responsibilities:
- Conduct comprehensive financial assessments to understand client needs, preferences, and goals.
- Develop financial plans based on client objectives, risk tolerance, and investment strategies.
- Recommend insurance policies, tax-saving plans, and estate planning measures to minimize risks and maximize wealth transfer.
- Analyze client financial data to identify areas for improvement and recommend effective solutions.
Requirements:
- Strong analytical and problem-solving skills to analyze client financial data.
- Excellent communication and interpersonal skills to build strong client relationships.
- Minimum full certificate in GCE 'A' Levels or equivalent.
- Ability to attain Capital Markets and Financial Advisory Services (CMFAS) certifications for Module 5, Module 9, and Module 9A.
Benefits:
- Flexible working hours to accommodate diverse needs.
- Growth opportunities to realize individual entrepreneurial potential.
- Travel opportunities for top performers.
- Potential for career advancement to team manager roles.
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