Financial Consultant

5 days ago

Singapore PROMISELAND FINANCIAL ADVISORY PTE. LTD. Full time

Responsibility
- Assessing the financial needs of individuals or businesses and assisting them in making investment decisions.
- Developing financial plans that meet clients' short-term and long-term goals.
- Maintaining an extensive understanding of current market conditions, evolving financial products and economic trends.
- Providing strategic advice across a variety of financial products and services.
- Controlling and reducing financial risk by leveraging various investment strategies.
- Educating and advising clients on investment options and potential risks.
- Building and maintaining client relationships while keeping up to date with financial legislations.

Requirement
- CMFAS qualifications m5,m9,m9a and HI
- Excellent analytical skills, along with the ability to create detailed reports and spreadsheets
- Attention to detail
- Strong verbal and communication skills
- Ability to build long-term relationships with clients.
- Ability to analyze financial data and make informed decisions

We represent a group of financial advisors, with PromiseLand Financial Advisory Pte Ltd - Singapore’s pioneer independent financial advisory firm that has been in the industry since 1986.

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