Financial Services Representative

1 day ago

Singapore Stellar Financial Pte Ltd Full time

Description Client Relationship Management & Consultation Conduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances. Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and customized service. Act as the primary point of contact for clients, addressing their questions and concerns in a timely and professional manner. Educate clients on financial concepts, investment strategies, and market conditions. Gather and analyze clients’ priorities and objectives, personal information, financial information, including assets, liabilities, income, expenses, and risk tolerance. Client’s current investment portfolio including any existing life policy. Develop comprehensive and customized financial plans to meet client’s priorities and objectives/needs covering retirement planning, education funding, estate planning, tax optimization, and risk management. Present financial plans and investment proposals to clients in a clear and informed manner. Implement the client’s financial planning recommendations and update client regularly and follow up to completion of the financial planning process. Conduct regular annual review to monitor the progress towards the client’s objectives/goals. Continue to service client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc. On-going Monitor/Review Client’s Situation Conduct regular annual review for

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