Financial Adviser - Singapore - GLOBAL FINANCIAL CONSULTANTS PTE. LTD.

GLOBAL FINANCIAL CONSULTANTS PTE. LTD.

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Global Financial Consultants (GFC) is one of Singapore's most venerable and longest established wealth management and financial advisory businesses.

Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients' financial future whilst guiding them on the path to achieve their personal financial goals and objectives.

Our MAS regulated Financial Advisors pride themselves on providing professional and unbiased financial advice that helps our clients create and protect their wealth.

Due to the growth of our client base, we are looking for a Financial Adviser to help develop and maintain the GFC client base.

The main function of the role is meeting with prospects and clients to understand their financial situation and work with the client to develop a sound proposal in line with their needs.

Once a prospect has become a client you will take on a client servicing approach to ensure their goals and financial requirements are on track long term.

**Job Responsibilities: Your tasks will vary depending on your role but will typically involve:

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting indepth reviews of clients' financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analyses
Designing financial strategies
Assisting clients to make informed decisions and ensuring all their requirements are met
Reviewing and responding to clients changing needs and financial circumstances
Keeping up to date with financial products and legislation
Producing financial reports
Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

Remuneration will be based on experience

Why GFC?:

Training & Support Provided
We ensure that you're given opportunities to succeed
Career Advancement Opportunities
Quarterly Team-Building Initiatives
Close-Knit Environment
Opportunity to work with a diverse team

GFC is an equal opportunity employer and we value diversity at our company. We do not discriminate against employees based on race, color, religion, sex, national origin, age, disability or genetic information.