Financial Consultant

1 day ago

Singapore Advisors Clique Collective Full time

Description Advisors Clique Collective (ACC) is a premier group of financial consultants proudly affiliated with Great Eastern Financial Advisers Pte Ltd, based in Singapore. Driven by integrity and a focus on clarity and collaboration, we specialize in delivering tailored, high-quality financial solutions to both corporate and individual clients. Committed to empowering associates and raising the standard of advisory practices, we foster a values-driven culture emphasizing trust, respect, and professional growth. Guided by seven core values, we serve as a trusted partner in achieving financial security and success. The team's mission is rooted in putting clients' best interests and building meaningful, purpose-driven legacies. Role Description This is a full-time entrepreneurial role for a Financial Consultant, located in Singapore with flexibility to work from anywhere. Responsibilities include developing and implementing personalized financial plans, assisting clients with financial goal analysis, investment strategies, retirement and legacy planning. For corporate clients, there will be a focus on hedging business risks, employee benefits as well as succession planning. The role also involves conducting comprehensive financial reviews, analyzing financial trends, and ensuring recommendations align with clients’ objectives. Collaboration with colleagues and continuous skill development are integral to this role. Qualifications Effective communication and relationship-building abilities to engage and support clients Self-motivated, disciplined, results-driven, and committed to continuous learning and professional development Genuine interest to help people and companies in their financial planning and protection Analytical skills for assessing financial data, trends, and risk management Relevant certifications in Financial Advisory (e.g., CFP, CFA, or equivalent) are advantageous A Bachelor's degree in Finance, Economics, Business or related field is preferred Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr Industry Other Category Consulting Sub Category Finance Consulting

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