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Financial Services Consultant

2 months ago

Singapore FINANCIAL ALLIANCE PTE. LTD. Full time
Job Summary

Financial Alliance PTE. LTD. is seeking a highly motivated and experienced Financial Advisory Representative to join our team. As a key member of our organization, you will be responsible for providing purposeful financial advice to clients, acquiring new clients through business development activities, and actively developing a financially independent and savvy clientele.

Key Responsibilities
  • Client Profiling and Financial Advice

Profile clients' needs and provide them with tailored financial advice to achieve their financial goals.

  • Business Development and Sales

Acquire new clients through your own means or through our dynamic range of business development and sales activities, including client presentations, seminars, and workshops.

  • Financial Planning and Wealth Management

Develop and implement financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, to help clients achieve financial independence and wealth accumulation.

  • Team Collaboration and Communication

Engage in business development activities and effectively interact and communicate with a broad range of people, including clients, colleagues, and stakeholders.

Requirements
  • Education and Certifications

Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.

  • Skills and Abilities

Self-motivated, with a strong will to excel in a competitive environment. Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment. Pleasant personality and good learning attitude.

  • Desirable Qualifications

Experience in marketing/sales is an added advantage.

Key Skills
  • Financial Analysis and Planning

IFRS, Financial Statements Analysis, Asset Allocation, Financial Planning, Wealth Accumulation, Financial Accounting, Project Finance, Financial Modelling.

  • Insurance and Risk Management

Health Insurance, Life Insurance, Wills, Trust Service.

  • Business Development and Sales

Business Development, Acquisitions, Corporate Development.