Financial Services Representative

6 hours ago

Singapore Stellar Financial Full time $80,000 - $120,000 per year

Roles and Responsibilities

Client Relationship Management & Consultation

  • Conduct in-depth consultations with prospective and existing clients to understand their priorities and financial objectives/needs, risk tolerance, and life circumstances.

  • Build and cultivate long-term client relationships through proactive communication, regular portfolio reviews, and customized service.

  • Act as the primary point of contact for clients, addressing their questions and concerns in a timely and professional manner.

  • Educate clients on financial concepts, investment strategies, and market conditions.

Financial Planning & Analysis

  • Gather and analyze clients' priorities and objectives, personal information, financial information, including assets, liabilities, income, expenses, and risk tolerance. Client's current investment portfolio including any existing life policy.

  • Develop comprehensive and customized financial plans to meet client's priorities and objectives/needs covering retirement planning, education funding, estate planning, tax optimization, and risk management.

  • Present financial plans and investment proposals to clients in a clear and informed manner.

  • Implement the client's financial planning recommendations and update client regularly and follow up to completion of the financial planning process.

  • Conduct regular annual review to monitor the progress towards the client's objectives/goals.

  • Continue to service client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

On-going Monitor/Review Client's Situation

  • Conduct regular annual review for transfer-in and orphan policy.

  • Provide service to client for in-force policy request such as change of beneficiaries, address change, policy ownership change, premium finance transactions, policy loan, partial surrender, full surrender, etc.

Business Development & Compliance

  • Proactively seek and develop new client relationships through networking, introducers, seminars, and other marketing efforts.

  • Stay current with financial markets, industry trends, and regulatory changes.

  • Prepare pitch decks, proposals, and reports for prospective partners and clients.

  • Support in organising and executing partner events, training sessions, and industry networking engagements.

  • Verify and establish the true and full identity of client and ensure compliance with regulatory requirements.

  • Ensure all activities are in strict compliance with regulatory and company policies.

  • Maintain accurate and confidential client records.

Qualification and Skills:

  • Experience: 2+ years of proven experience in financial planning, wealth management or a related role.

  • Licensing: As per MAS requirements.

Skills:

  • Strong understanding of investment products, financial planning principles, and market dynamics.

  • Excellent interpersonal, communication, and presentation skills.

  • Proven ability to build trust and foster long-term client relationships.

  • Strong analytical and problem-solving abilities.

  • Self-motivated with a strong aptitude for sales and business development.

  • Proficiency in MS Office Suite.

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