Financial Service Advisor

3 days ago


Singapore Private Advertiser Full time

About the role
Join as a Financial Service Advisor and play a vital role in helping our clients achieve their financial goals. As a Financial Service Advisor, you will be responsible for providing tailored financial planning and investment advice to our diverse client base.
What you'll be doing
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.
What we're looking for
Significant experience as a financial advisor or planner within the banking and financial services industry.
Strong understanding of financial planning principles, investment products and market trends.
Excellent communication and interpersonal skills to effectively engage with clients from diverse backgrounds.
Proven track record of building and maintaining long-term client relationships.
Ability to work independently and as part of a team to deliver high-quality financial advice.
Relevant financial qualifications (e.g. min to certified M5, M9, M9A, HI).
What we offer
As a Financial Service Advisor, you will have access to ongoing training and development opportunities to enhance your skills and knowledge. We also offer a competitive compensation, bonus structure and a range of benefits including health insurance, client appreciation events and flexible work arrangements.
About us
We are a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to innovation and client-centric service, we have established a reputation for excellence in the industry. Join our dynamic team and be a part of our continued success.
Apply now to become a Financial Service Advisor.
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