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Personal Finance Consultant

1 week ago


Singapore Private Advertiser Full time

Job Description

We are Private Advertiser, a leading financial services firm committed to helping individuals and businesses achieve their financial objectives. This is an exciting opportunity for a skilled Financial Service Advisor to join our dynamic team.

Your Key Responsibilities

  • Conduct in-depth financial assessments to understand clients' unique needs, risk profiles, and investment objectives.
  • Develop comprehensive financial plans and investment strategies to help clients meet their short and long-term financial goals.
  • Present financial solutions and recommendations to clients in a clear and compelling manner.
  • Build and maintain strong, trusted relationships with clients through excellent customer service.
  • Stay up-to-date with changes in financial regulations, products, and markets to provide clients with expert advice.
  • Collaborate with the broader team to share best practices and contribute to the continuous improvement of our financial planning services.

Requirements

To succeed in this role, you will need:

  • Significant experience as a financial advisor or planner within the banking and financial services industry.
  • A strong understanding of financial planning principles, investment products, and market trends.
  • Excellent communication and interpersonal skills to effectively engage with clients from diverse backgrounds.
  • A proven track record of building and maintaining long-term client relationships.
  • The ability to work independently and as part of a team to deliver high-quality financial advice.
  • Relevant financial qualifications (e.g., minimum to certified M5, M9, M9A, HI).

Benefits

As a valued member of our team, you will have access to ongoing training and development opportunities to enhance your skills and knowledge. We also offer a competitive compensation structure, a range of benefits including health insurance, client appreciation events, and flexible work arrangements.