Financial Consultant

About the role

We are seeking a Financial Consultant to provide expert financial advice and guidance to our clients in Singapore. You will assess clients' financial situations, develop tailored plans, and recommend investment strategies that align with their objectives.

Key responsibilities

• Conduct comprehensive financial assessments covering income, expenses, assets, and liabilities.
• Analyse clients' goals, risk tolerance, and time horizon to create personalized financial plans.
• Develop customized plans for retirement, investment management, tax optimisation, budgeting, debt management, and insurance coverage.
• Recommend suitable investment options and monitor portfolio performance, providing regular updates and adjustments.
• Build and maintain strong client relationships through regular communication and personalised service.
• Educate clients on financial matters and address inquiries, concerns, and requests promptly and professionally.

Required profile

• Minimum a Polytechnic Diploma.
• Interest in financial consulting, investment advisory, or wealth management.
• Excellent communication, interpersonal, and problem‑solving abilities.
• Ability to work independently as well as collaboratively within a team.

Required skills