Financial Consultant

3 weeks ago

Singapur, Singapore CALMOI Full time

Role Overview: We are seeking a motivated and experienced Financial Consultant to join our team. In this role, you will provide expert financial advice and planning services to our clients, help them achieve their financial goals, and contribute to the growth of our business.Key Responsibilities: Meet with clients to understand their financial goals, circumstances and risk tolerance. Analyse clients' financial information (income, expenses, assets, liabilities, investments). Develop personalised financial plans covering areas such as investments, retirement, insurance, tax strategy, estate planning. Recommend appropriate financial products and strategies, monitor client portfolios, and make adjustments as needed. Keep up-to-date with market trends, economic indicators and regulatory changes. Build and maintain strong client relationships; generate new business through referrals, networking and seminars. Prepare reports, presentations and financial models for clients and internal stakeholders. Collaborate with other professionals (e.g., tax advisors, estate planners, legal) to deliver comprehensive solutions. Qualifications & Skills: Bachelor's degree in Finance, Accounting, Economics or a related field. (Preferred) Certification such as CFP (Certified Financial Planner), CFA, or equivalent. Minimum (X) years' experience in financial consultancy, advisory, planning or a related role. Strong analytical and problem‐solving skills; ability to interpret financial data and translate into actionable recommendations. Excellent communication and interpersonal skills - comfortable presenting to clients and explaining complex concepts in plain language. Proficiency in Microsoft Excel and financial planning / modelling software. High ethical standards, attention to detail, ability to work independently and as part of a team. Knowledge of local regulatory environment, investment products, insurance and tax principles. What We Offer: Competitive salary and performance‐based bonuses/incentives. (Describe benefits: health insurance, retirement plan, paid time off, flexible working arrangements, continuing education, certifications, etc.) Opportunity for professional growth and career advancement. Supportive, collaborative team environment and a company committed to (mention any unique culture attributes). How to Apply: Please send your resume and a cover letter outlining your relevant experience and why you're interested in this role to Include "Financial Consultant Application - (Your Name)" in the subject line. Applications close on (date, if applicable).

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