Independent Financial Advisor

2 days ago


Singapore New Era Advisory Full time

Financial Advisor at Great Eastern Financial Advisers Private Limited
As a Financial Adviser, you will play a crucial role in guiding clients towards their financial goals. You will provide professional financial advice and offer customized solutions to meet their insurance, investment, and retirement planning needs.
Key Responsibilities:
Provide comprehensive financial planning services to clients, including risk management, wealth accumulation, and retirement planning.
Analyze clients' financial status, objectives, and needs to recommend suitable financial solutions.
Develop and maintain long-term relationships with clients by providing ongoing financial guidance and support.
Keep up to date with market trends, financial products, and regulatory requirements.
Conduct seminars, workshops, and networking activities to reach potential clients.
Ensure compliance with industry regulations and ethical standards.
Qualifications & Requirements:
Minimum diploma or degree in any discipline.
Strong interpersonal and communication skills.
Self-motivated and results-driven with a passion for financial planning.
No prior experience is required; comprehensive training and mentorship will be provided.
MAS (Monetary Authority of Singapore) licensing requirements must be met (if not already certified).
Seniority Level:
Entry level
Employment Type:
Full-time
Job Function:
Finance and Sales
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