Permanent Sales Consultant / Financial Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

***email_hidden***

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.

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.