Financial Wealth Associate

7 hours ago

Singapore KAIROS (S) PRIVATE LIMITED Full time

**Client Relationship Management**:Building and maintaining strong relationships with clients to understand their financial needs, goals, and objectives.
- **Financial Planning and Analysis**:Assessing clients' current financial situations, including income, expenses, assets, and debts, to identify areas for improvement and potential risks.
- **Developing Financial Plans**:Creating customized financial plans that address clients' specific needs and goals, including strategies for saving, investing, managing debt, and planning for retirement.
- **Providing Investment Advice**:Recommending appropriate investment strategies based on clients' risk tolerance, investment goals, and financial situation.
- **Offering Retirement Planning Guidance**:Helping clients plan for their retirement, including determining retirement income needs, developing retirement savings plans, and considering options like pensions and annuities.
- **Estate Planning Assistance**:Providing advice and guidance on estate planning, including wills, trusts, and other estate planning strategies to ensure a smooth transfer of assets to heirs.
- **Debt Management Strategies**:Helping clients manage debt, including developing debt repayment plans, consolidating debt, and negotiating with creditors.
- **Staying Updated**:Keeping abreast of changes in financial regulations, market trends, and investment products to provide informed advice to clients.
- **Communication and Education**:Clearly communicating financial concepts and strategies to clients in a way that they understand, and educating them about financial literacy and responsible money management.
- **Client Support**:Providing ongoing support and guidance to clients, monitoring their financial plans, and making adjustments as needed to ensure they remain on track to achieve their goals.

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