Financial Services Consultant - Singapore - TALENT MAVEN PTE. LTD.

TALENT MAVEN PTE. LTD.

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Summary:
Are you looking for a career that allows flexible work hours?

Are you aspiring for a new team to join?

Do you enjoy meeting new people?

We are seeking experienced Financial Consultants to form new teams with our Client.

You would be part of a team; tasked to develop an in-depth understanding of the company's financial products and advise clients accordingly based on their financial needs and goals.

In the process, to develop and maintain positive and longstanding relationships with the clients under your management.

Key Responsibilities:

Provide expert financial advice and guidance to clients to help them achieve their financial goals
Analyze financial data, such as investment performance, risk tolerance, and retirement planning, to develop customized financial plans for clients
Build and maintain relationships with clients to understand their needs and preferences
Monitor and manage investment portfolios to ensure they align with clients' financial goals and risk tolerance
Stay uptodate with industry trends, regulations, and changes to financial markets and products
Collaborate with other financial professionals, such as accountants and lawyers, to provide comprehensive financial services to clients
Prepare and present financial reports, including investment performance and market analysis, to clients

Requirements:

With CMFAS, M5, M9, M9A & HI qualifications ( Advantageous to have )
Those without CMFAS, M5, M9, M9A & HI qualifications are welcomed
Minimum A Levels/Diploma in any field
Proven work experience as a Financial Services Consultant or similar role
Knowledge of financial products, investment strategies, and financial planning principles
Excellent communication and interpersonal skills to build and maintain strong client relationships
Strong analytical and problemsolving skills
Ability to work independently and as part of a team
Excellent organizational and time management skills
Demonstrated ability to meet deadlines and work under pressure
Proficient in English in order to read and understand Financial products (which are in English)
Proficient in Fresh grduates or those without experience are welcomed

If you are highly motivated and would like to embark on an exciting journey as a Financial Services Consultant

OR

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