Strategic Financial Advisor
4 days ago
As a Strategic Financial Advisor at STELLARTALENTS ASIA PTE. LTD., you will play a pivotal role in providing expert financial guidance to our clients. Your primary objective will be to assess their financial situations, develop tailored financial plans, and recommend suitable investment strategies to help them achieve their objectives.
Responsibilities- Financial Assessment: Conduct comprehensive evaluations of clients' financial circumstances, including income, expenses, assets, and liabilities. Analyze clients' financial goals, risk tolerance, and time horizon to develop personalized financial plans.
- Financial Planning: Develop customized financial plans that address clients' short-term and long-term goals, such as retirement planning, investment management, and tax optimization. Provide recommendations on budgeting, debt management, and insurance coverage to improve clients' financial health.
- Investment Advisory: Recommend suitable investment options based on clients' financial objectives, risk tolerance, and investment horizon. Monitor investment performance and provide regular updates and adjustments to optimize portfolio returns.
- Client Relationship Management: Build and maintain strong relationships with clients through regular communication and personalized service. Educate clients on financial matters and empower them to make informed decisions about their finances. Address client inquiries, concerns, and requests in a timely and professional manner.
- A minimum Polytechnic Diploma is required.
- An interest in financial consulting, investment advisory, or wealth management is essential.
- Excellent communication, interpersonal, and problem-solving skills are necessary for success.
- The ability to work independently and collaboratively in a team environment is vital.
This is an excellent opportunity for a motivated individual to take on a challenging role in financial services. As a Strategic Financial Advisor, you will have the chance to work with a diverse range of clients, developing personalized financial plans and providing expert advice to help them achieve their goals.
Salary InformationWe offer a competitive salary of SGD 80,000 - 120,000 per annum, depending on experience. This is a full-time position, and we require the successful candidate to commit to a minimum of 2 years with our company.
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