Financial Services Consultant
1 week ago
Summary:
Are you looking for a career that allows flexible work hours?
Are you aspiring for a new team to join?
Do you enjoy meeting new people?
We are seeking experienced Financial Consultants to form new teams with our Client.
You would be part of a team; tasked to develop an in-depth understanding of the company’s financial products and advise clients accordingly based on their financial needs and goals. In the process, to develop and maintain positive and longstanding relationships with the clients under your management.
Key Responsibilities:
- Provide expert financial advice and guidance to clients to help them achieve their financial goals
- Analyze financial data, such as investment performance, risk tolerance, and retirement planning, to develop customized financial plans for clients
- Build and maintain relationships with clients to understand their needs and preferences - Monitor and manage investment portfolios to ensure they align with clients' financial goals and risk tolerance
- Stay up-to-date with industry trends, regulations, and changes to financial markets and products
- Collaborate with other financial professionals, such as accountants and lawyers, to provide comprehensive financial services to clients
- Prepare and present financial reports, including investment performance and market analysis, to clients
**Requirements**:
- With CMFAS, M5, M9, M9A & HI qualifications ( Advantageous to have )
- Those without CMFAS, M5, M9, M9A & HI qualifications are welcomed
- Minimum A Levels/Diploma in any field
- Proven work experience as a Financial Services Consultant or similar role
- Knowledge of financial products, investment strategies, and financial planning principles - Excellent communication and interpersonal skills to build and maintain strong client relationships
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Excellent organizational and time management skills
- Demonstrated ability to meet deadlines and work under pressure
- Proficient in English in order to read and understand Financial products (which are in English)
- Proficient in Fresh grduates or those without experience are welcomed
If you are highly motivated and would like to embark on an exciting journey as a Financial Services Consultant
OR
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