Financial Consultant

Responsibilities

• Identify clients' potential financial risks and design protection solutions to safeguard against death, critical illness, disability, hospitalization expenses, income loss, and business risks.
• Develop and implement investment planning and regular savings strategies to help clients systematically build and diversify wealth aligned with their financial goals.
• Collaborate with clients to estimate retirement needs and create strategies that generate sustainable retirement income, preserve capital, manage inflation risks, and maintain lifestyle.
• Guide clients in estate and legacy planning by advising on wills, trusts, Lasting Power of Attorney (LPA), beneficiary nominations, and wealth distribution to ensure smooth wealth transfer.
• Advise business owners and corporations on keyman protection, shareholder protection, employee benefits, corporate insurance, business succession planning, and wealth extraction strategies to support business continuity and growth.

Additional Information

Job Summary Provide comprehensive financial consulting by identifying client risks and delivering tailored protection, wealth accumulation, retirement, estate, and business advisory solutions to secure financial goals and legacy.

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Company Intel

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