Financial Consultant - Singapore - Careerlibrary Pte. Ltd.

Description

Responsibilities:

. Cultivate and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.

. Conduct regular client reviews to assess their financial situation, provide updates on portfolio performance, and address any changing needs.

. Analyze clients' financial situations, including income, expenses, assets, and liabilities.

. Develop comprehensive financial plans and investment strategies aligned with clients' objectives and risk profiles.

. Provide expert advice on investment opportunities, asset allocation, and portfolio construction.

. Assess clients' risk profiles and recommend appropriate risk management strategies.

. Monitor market conditions and adjust investment portfolios to mitigate risks and optimize returns.

Requirements:

. Diploma holder and above

. Communication and Interpersonal Skills

. Analytical and Problem-Solving Abilities

. Individuals with a strong desire to learn and grow.

. Excellent communication skills and the ability to work effectively in a team.

Interested applicants, please write in through Jobsbank with detailed resume in MS Words format

EA License Number: 23C1730

Please Provide:

1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments

We regret that only shortlisted candidates will be notified.