Financial Adviser

2 weeks ago

Singapore PRIME ASSET MANAGEMENT SERVICES Full time

Job Title: Financial Adviser

Location: CBD

**Responsibilities**:

- Conduct in-depth financial analysis of clients' assets, liabilities, income, and expenses to assess their financial goals and risk tolerance.
- Develop customized financial plans and investment strategies tailored to clients' specific needs and objectives.
- Provide expert advice on various financial products and services, including investments, insurance, and retirement planning.
- Monitor and evaluate clients' investment portfolios, making adjustments as needed to ensure alignment with their objectives and market conditions.
- Stay updated on the latest market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients.
- Build and maintain strong relationships with clients, fostering trust and loyalty through exceptional customer service.
- Proactively identify new business opportunities and expand the client base through networking, referrals, and marketing initiatives.
- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial solutions to clients.
- Adhere to industry regulations and compliance guidelines to ensure ethical and responsible financial practices.

**Requirements**:

- Minimum 21 years old
- Local Diploma of any field, or A Level
- Strong analytical skills and the ability to interpret complex financial data and market trends.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts to clients in a clear and concise manner.
- Demonstrated ability to build and maintain client relationships based on trust, integrity, and professionalism.
- High ethical standards and a commitment to maintaining client confidentiality.
- Ability to work independently and as part of a team, with excellent time management and organizational skills.
- Knowledge of regulatory requirements and compliance standards in the financial services industry.
- In-depth knowledge of investment vehicles, financial markets, and financial planning strategies preferred.

We are an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace for all employees.

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