Financial Advisor(Dip/noexp/central) - Singapore - CAREERNEXUS PTE. LTD.

CAREERNEXUS PTE. LTD.

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

**Responsibilties: - Conduct thorough financial consultations with clients to understand their financial goals, assess their current financial situation, and develop personalized plans for investment, retirement, estate planning, and risk management.

Provide expert advice on investment strategies, asset allocation, and portfolio management tailored to clients' risk tolerance and financial objectives. Monitor and adjust investment portfolios in response to market conditions and clients' changing needs.
Develop comprehensive financial plans that encompass shortterm and longterm goals, taking into account factors such as education funding, retirement planning, and estate considerations. Collaborate with clients to set achievable financial milestones.
Evaluate clients' insurance needs and provide guidance on risk management solutions, including life insurance, disability insurance, and longterm care coverage. Ensure clients are adequately protected against unforeseen financial challenges.
Educate clients on financial concepts, investment options, and market trends. Foster clear and open communication to keep clients informed about their financial strategies, portfolio performance, and any adjustments made to their plans.

**Requirements: - Local diploma or bachelor's degree in finance, economics, business, or a related field.

The ability to work collaboratively with crossfunctional teams, including sales, design, and product development, to achieve marketing goals.
Marketers often need to develop creative and innovative marketing campaigns and content to engage audiences and differentiate their brand.
Excellent communication skills are crucial for building trust and rapport with clients. Strong interpersonal skills are also needed for establishing and maintaining client relationships.

Interested applicants, please write in through CareersFuture 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