Financial Adviser

4 hours ago

Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients’ financial future whilst guiding them on the path to achieve their personal financial goals and objectives. Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.

Due to the growth of our client base, we are looking for a Financial Adviser to help develop and maintain the GFC client base. The main function of the role is meeting with prospects and clients to understand their financial situation and work with the client to develop a sound proposal in line with their needs. Once a prospect has become a client you will take on a client servicing approach to ensure their goals and financial requirements are on track long term.

**Job Responsibilities:
Your tasks will vary depending on your role but will typically involve:

- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Designing financial strategies
- Assisting clients to make informed decisions and ensuring all their requirements are met
- Reviewing and responding to clients changing needs and financial circumstances
- Keeping up to date with financial products and legislation
- Producing financial reports
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

Remuneration will be based on experience

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