Executive Financial Services Consultant

4 days ago

Singapore TN Advisory Group Full time

**About Us**:
At TN Advisory, we specialize in providing tailored financial solutions to individuals and businesses. As a trusted partner in the financial services industry, we are committed to helping our clients achieve their financial goals. Join our team and become part of a dynamic and growing company that values expertise, integrity, and innovation.

We are a group of Financial Services Consultants representing Legacy FA Pte Ltd. Legacy FA Pte Ltd is a Financial Advisory Firm licensed by the Monetary Authority of Singapore (MAS)

**Position Overview**:
**Key Responsibilities**:

- Conduct comprehensive financial assessments and evaluations for clients.
- Advise clients on a wide range of financial products and services, including investment options, retirement planning, insurance, and tax strategies.
- Develop personalized financial plans based on clients' needs, goals, and risk tolerance.
- Build and maintain long-term relationships with clients, ensuring ongoing support and satisfaction.
- Stay current with industry trends, financial regulations, and market conditions to provide up-to-date advice.
- Collaborate with internal teams to ensure seamless delivery of services and solutions.
- Track and monitor clients' financial portfolios, making recommendations for adjustments as necessary.

**Qualifications**:

- Bachelor's degree in Finance, Business, Economics, or a related field (preferred).
- Proven experience in financial services or consulting, with a strong understanding of financial products and services.
- Certification such as CFP (Certified Financial Planner) or relevant financial designations is a plus.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities.
- Ability to build and maintain client relationships in a professional and trustworthy manner.
- Self-motivated with a drive to succeed and meet targets.
- Ability to work independently as well as part of a team.

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