Permanent Sales Consultant / Financial Consultant

Requirements

• Open to candidates with no experience
• Minimum GCE A level
• Excellent interpersonal and communication skills
• Ability to work independently and as a team player
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office applications
• 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 Job Responsibilities: - Work Hours: Mon to Fri, 9am - 6pm (Flexible timing) - Perform detailed financial reviews of clients by analysing their income, expenses, investments, and future financial goals. - Create customised financial strategies that include investment planning, savings solutions, retirement preparation, insurance coverage, and tax planning considerations. - Provide recommendations on suitable financial products and investment options based on clients' objectives and risk tolerance. - Regularly review and assess client portfolios, making necessary adjustments based on market developments and changing financial priorities. - Explain financial concepts in a clear and approachable manner while providing continuous guidance and education to clients. - Keep updated on financial products, market movements, and regulatory developments that may impact clients. - Build and strengthen long-term client relationships through proactive communication and quality service. - Ensure all advisory activities are carried out in accordance with applicable laws, regulations, and compliance standards. - Work together with external professionals such as accountants and legal advisors to provide comprehensive financial solutions for clients.

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