Financial Consultant

7 days ago

Singapore FOCUS WEALTH PARTNERS PTE. LTD. Full time

We are currently looking for a passionate and experienced individual to join our Singapore operation as a **Financial Consultant.
Your main task is focused on providing sound financial advise to our existing pool of clients and any new clients you onboard.

**Activities and Responsibilities**:

- Assessing and analysing the client’s financial situation while identifying for any shortfalls.
- Assisting clients to establish their financial objectives.
- Aligning client's financial plan with short-term and/or long-term goals.
- Providing advice and recommendation on a variety of solutions.
- Meeting with the client regularly to assess if there are significant life changes that will affect the financial plan.
- Building a client base and identify prospective clients.

**Requirements**:

- At least 21 years of age and satisfy the requirements of an appointed representative (Section 23, FAA).
- A minimum education qualifications in Diploma or GCE 'A' Level certificate; or equivalent
- Goal Driven and result oriented
- Excellent command of the English Language
- Excellent communication and interpersonal skills.

**About Focus Wealth Partners
At Focus Wealth Partners, we’re focused on helping our clients to achieve their financial goals by making effective decisions with their money. We strive to be so much more than their financial advisor and want to be their trusted partner as we guide them on their financial journey. Our approach is goal-focused and planning-driven. We focus on our clients and their goals rather than just the markets and current events. At Focus Wealth, it’s about their life and helping them achieve their dreams. Lastly, we always challenge our clients to think big and be bold.

Our services include: Trusts, Pensions, Protection, Investments and Savings Planning, Estate & Inheritance Tax Planning. We are licensed by MAS to advise on Investement Products and Arrange Contracts of Insurance in respect to Life Policies.

Focus Wealth Partners Pte Ltd (ROC) 199906302Z | FA100013

63 Chulia Street, Singapore 049514

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