Financial Advisors

5 days ago

Singapore RESOURCE CONSULTING PTE. LTD. Full time

**Roles & Responsibilities**

Our client, a leading financial planning company in Singapore, is looking for self-motivated individuals who are looking to establish a career in financial sector to join their team.

**Responsibilities**:

- Assess and analyse client’s financial needs, requirements and situation and identify shortfalls
- Assist clients to establish their investment objectives
- Provide advice on all wealth-related matters, including investment, insurance, financial planning, retirement planning and wealth management, to assist clients to achieve their financial goals
- Provide regular updates and evaluate how life changes affect clients’ financial goals and plans
- Proactively build relationships with existing and prospective clients
- Perform market research and keep abreast of financial trends
- Prepare financial documents, including income projections, investment reports etc
- Prepare necessary paperwork to ensure compliance to all rules and regulations

**Requirements**:

- At least Diploma in any discipline
- No prior experience is required
- Those looking for career switch / 2nd career are welcomed to apply
- Professional, responsible, competent and willing to work hard
- Enterprising with good interpersonal and communication skills

Why Join Our Client?
- The Company has a comprehensive training and mentorship programme to train the incumbent up from scratch
- Incumbents can tap on the Company’s capabilities in serving the mass affluent and affluent market
- Company has the widest range of insurance and investment products and services in the industry
- In-house investment team with sterling track record as resource and support

Employment Agency License No.: 08C3209

Registration No.: R1101742

RESOURCE CONSULTING PTE. LTD. is a Recruitment and HR Consulting company, offering job search services and strategic people solutions to MNCs and SMEs in Singapore and the Asia Pacific region.

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