Financial Consultant

2 days ago


Singapur, Singapore Intellect Full time
Financial Advisor Role

Intellect is seeking experienced professionals to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to clients.

This is a freelance remote role with flexibility to decide business hours. Local candidates preferred but others considered.

Key Responsibilities
  • Provide strategic advice on financial products and services, including debt management, cash management, insurance coverage, and investments.
  • Assess clients' financial pictures, understand their needs, and develop solid financial plans.
  • Guide clients towards profitable and secure financial decisions.
  • Cultivate client bases and build win-win relationships.
  • Stay up-to-date on industry trends and research markets to inform financial consulting.
  • Oversee financial plans and update as needed to ensure profitability.
  • Comply with industry regulations.
  • Liaise with providers, solicitors, valuers, and other professionals.
Requirements
  • At least 3 years of experience as a Financial Advisor, Finance Coach, or relevant experience.
  • Bachelor's or Master's degree in Finance or a related field.
  • Relevant certifications (internationally accredited or prescribed within the country or territory).
  • Track record of successful financial guidance.
  • Ability to analyze market data and provide data-based advice.
  • Strong communication, negotiation, and presentation skills.
  • Accuracy, attention to detail, and ability to explain complex information clearly.
  • Excellent PC knowledge and ability to operate database systems.
Benefits
  • Remote role with flexibility to decide business hours.
  • Opportunity to supplement current job or private practice.

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