Senior Financial Consultant

1 day ago


Singapore Click and Connect Online Limited Full time

Are you a seasoned Financial Advisor looking to take your career to the next level? We are seeking an experienced and qualified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Requirements:

  • A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
  • Industry leading qualifications such as CFP, CFA, or other relevant certifications

Responsibilities:

  • Build and maintain relationships with clients, providing them with expert financial advice and guidance
  • Conduct thorough financial assessments of clients' current financial situations and future goals
  • Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
  • Monitor clients' financial progress and adjust plans as necessary
  • Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

We offer a competitive package and a supportive work environment. If you have the skills and experience we are looking for, we encourage you to apply for this opportunity.



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