Professional Financial Consultant

5 days ago


Singapore New Era Advisory Full time
New Era Advisory: A Leading Role in Guiding Clients Towards Their Financial Goals

As a key member of our team, you will play a pivotal part in guiding clients towards their financial objectives. Your expertise and professional advice will be invaluable in helping them navigate the complex world of finance.

Key Responsibilities:
Provide comprehensive financial planning services to clients, including risk management, wealth accumulation, and retirement planning.
    Analyze clients' financial status, objectives, and needs to recommend suitable financial solutions.
    Develop and maintain long-term relationships with clients by providing ongoing financial guidance and support.
    Keep up to date with market trends, financial products, and regulatory requirements.
    Conduct seminars, workshops, and networking activities to reach potential clients.
    Ensure compliance with industry regulations and ethical standards.

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