Financial Consultant

4 days ago

Bukit Merah, Singapore Fort Financial Pte. Ltd. Full time

**Financial Consultant Job Description**

**Position Overview**

**Key Responsibilities**

Financial Planning & Advisory:

- Develop comprehensive financial plans for clients, including retirement planning, tax strategies, estate planning, and investment management.
- Analyze clients’ financial status, goals, and risk tolerance to provide personalized recommendations.
- Monitor economic and market trends to adjust strategies as needed.

**Investment Management**:

- Recommend and manage investment portfolios, including stocks, bonds, mutual funds, and alternative investments.
- Conduct portfolio reviews and rebalance assets to align with clients’ objectives.
- Stay updated on regulatory changes and compliance requirements.

**Client Relationship Management**:

- Build and maintain long-term relationships with high-net-worth individuals and corporate clients.
- Conduct regular meetings to review financial progress and adjust plans as needed.
- Provide exceptional client service, addressing inquiries and concerns promptly.

**Business Development**:

- Identify and pursue new business opportunities through networking, referrals, and marketing initiatives.
- Collaborate with internal teams (e.g., tax advisors, legal experts) to offer holistic financial solutions.

**Compliance & Reporting**:

- Ensure all financial recommendations comply with industry regulations (e.g., SEC, FINRA).
- Maintain accurate client records and documentation.

**Qualifications & Skills**
- Education: Bachelor’s degree, Local diploma
- Experience: can be new.

**Skills**:

- Strong analytical and financial modeling skills.
- Excellent communication and presentation abilities.
- Proficiency in financial software (e.g., Bloomberg, Morningstar, CRM tools).
- High ethical standards and client-focused approach.

**Compensation & Benefits**
- Competitive salary + performance-based bonuses.
- Professional development opportunities.

**Work Environment**
- Hybrid/remote options available (varies by firm).
- Fast-paced, client-driven setting with growth potential.

This role is ideal for a strategic thinker with a passion for finance and a track record of helping clients build and preserve wealth.

**Job Types**: Full-time, Permanent, Fresh graduate, Student job

Pay: $3,000.00 - $10,000.00 per month

**Benefits**:

- Additional leave
- Flexible schedule
- Unlimited paid time off
- Work from home

Schedule:

- Monday to Friday
- Weekend availability

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

**Education**:

- GCE 'A' Level or equivalent (preferred)

Work Location: Hybrid remote in Singapore 168731

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