Financial Consultant

Responsibilities

• Understand and provide solutions for clients' financial needs, including protection planning, savings, investments, healthcare, retirement, business continuity, and estate distribution.
• Deliver consistent and exceptional service by supporting clients in achieving their financial objectives throughout different stages of their lives.
• Generate new business opportunities while managing and growing existing client portfolios.
• Engage in professional discussions and negotiate agreements effectively with prospective clients.
• Handle documentation processes accurately and maintain organised client records.
• Develop financial strategies for individuals and corporate clients, focusing on risk management, wealth planning, succession, and estate planning.

Requirements

• In compliance with MAS-FAA regulations, candidates must be at least 21 years old to qualify as a financial planner.
• Holds a Diploma/Degree qualification.
• Prior working experience in sales is seen as an advantage.
• Goal-oriented, self-motivated, and proactive in character.
• Strong communication and interpersonal skills.
• By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

Additional Information

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D Join our team as a Financial Planner and embark on a rewarding career where you help individuals and businesses achieve their financial goals. This role offers the opportunity to build meaningful client relationships while developing expertise in wealth management, protection planning, and financial solutions. We are seeking driven individuals who are passionate about making a positive impact and growing in the financial advisory industry. With the right mindset, skills, and dedication, you will have the opportunity to build a successful and fulfilling career.

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