Senior Financial Planning Consultant

4 days ago


Singapore FINANCIAL ALLIANCE PTE. LTD. Full time
About the Role

As a Senior Financial Planning Consultant at FINANCIAL ALLIANCE PTE. LTD., you will play a pivotal role in helping our clients achieve their financial objectives. This exciting opportunity involves providing expert financial advice to profile clients' needs and offering tailored solutions to enhance their wealth accumulation.

Responsibilities
  • Develop a deep understanding of clients' financial goals, risk tolerance, and timeframes to create personalized financial plans.
  • Identify opportunities for clients to optimize their asset allocation, leveraging expertise in investments, insurance, and estate planning.
  • Collaborate with internal teams to develop innovative business development strategies, including client presentations, seminars, and workshops.
  • Maintain strong relationships with existing clients, delivering exceptional service and building trust through transparent communication.
Requirements
  • A self-motivated individual with a proven track record of success in a competitive environment.
  • A minimum GCE 'A' Levels or above, with accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A being highly desirable.
  • Exceptional interpersonal skills, enabling effective communication with diverse stakeholders.
  • A pleasant personality, strong work ethic, and continuous learning attitude.
  • Prior experience in marketing/sales is an added advantage.
Benefits and Remuneration

We offer a competitive salary range of SGD 80,000 - 120,000 per annum, commensurate with experience. Our comprehensive benefits package includes training opportunities, performance bonuses, and a dynamic work environment that fosters growth and collaboration.



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