Strategic Financial Consultant

6 days ago


Singapore EXCEDER CONSULTING PTE. LTD. Full time
Professional Opportunities

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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