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Financial Advisor

2 weeks ago

Singapore EA RECRUITMENT PTE. LTD. Full time

**Well Established Company**:

- **Training Allowance $ 3000 - $ 4000 + Comm**:

- **Excellent Welfare and Benefits + Career progression**:

- **Working location: Queenstown**:

- **Working Days: Monday - Friday**:

- **Working Hours: 9am-6pm**

**Responsibilities**:

- Financial advisors work closely with clients to develop comprehensive financial plans tailored to their specific goals, needs, and circumstances
- **Assessing client’s current financial situation, identifying objectives (such as retirement planning, wealth accumulation, education funding, or estate planning), and creating strategies to achieve these goals**:

- **Provide guidance on investment strategies and asset allocation based on clients' risk tolerance, time horizon, and financial objectives**:

- **Recommend suitable investment products such as stocks, bonds, mutual funds, exchange-traded funds, or other securities**:

- **Help clients mitigate financial risks by analysing their insurance needs and recommending appropriate insurance products, including life insurance, health insurance, disability insurance, and long-term care insurance**

**Job Requirement**:

- Possess minimum GCE ‘A’ Level or related equivalent
- **No experience required. Training provided**
- Work experiences and job responsibilities
- Current and Expected salary
- Reason for leaving
- Date of availability
- Education background

CHENG JAU WEI (R23115788)

EA Recruitment Pte Ltd

EA License No: 21C0492