Financial Services Consultant

4 days ago

Singapore Income Insurance Limited Full time

Overview
Financial Services Consultant (Full-time, Hybrid) – Singapore
Role Description
This is a full-time hybrid role for a Financial Services Consultant, located in Singapore. The Financial Services Consultant will assist clients with their financial planning needs, including providing advice on insurance, savings, and investment products. Day-to-day tasks will include conducting financial assessments, developing tailored financial plans, delivering presentations, and maintaining ongoing relationships with clients. This role also involves some flexibility to work from home.
Responsibilities
Conduct financial assessments and develop tailored financial plans for clients.
Provide advice on insurance, savings, and investment products.
Deliver presentations and maintain ongoing client relationships.
Qualifications
Analytical Skills, Finance, and Financial Services experience
Consulting and Communication skills
Excellent interpersonal and customer service skills
Ability to develop and maintain client relationships
Bachelor's degree in Finance, Business, Economics, or related field
Relevant licenses or certifications in financial planning
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
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