Financial Services Professional - Singapore - Ascentia Consulting Executives

    Ascentia Consulting Executives
    Ascentia Consulting Executives Singapore

    6 hours ago

    Accounting / Finance
    Description

    Company Description

    Ascentia Consulting Executives, an established agency branch representing Manulife Singapore Pte Ltd, is recognized for its award-winning consultants, including Million Dollar Round Table and Court of the Table achievers. Founded in 2020, the company is one of the few in Singapore offering comprehensive financial services for business owners and individuals.

    Leveraging partnerships with multiple insurance providers, we deliver holistic financial planning solutions, including Debt, Investment, Retirement, Risk Management, Education, Estate, Cash Flow, and Tax Planning. At Ascentia Consulting Executives, we are committed to empowering our clients in achieving their financial goals.

    Role Description

    This is a full-time, on-site role for a Financial Services Professional, located in Singapore. Responsibilities include providing tailored financial planning solutions such as debt planning, investment strategies, retirement planning, risk management, and tax planning.

    You will be required to analyze clients' financial goals, communicate effectively to identify their needs, and recommend suitable financial products and strategies. The role involves building and maintaining strong client relationships while staying updated on financial regulations and market trends.

    Qualifications

    • Proven knowledge and experience in Financial Planning, Finance, and Retirement Planning
    • Excellent Communication skills to actively engage and advise clients
    • Strong expertise in Financial Services and related industries
    • Ability to evaluate client needs and develop tailored financial solutions
    • Experience in using financial tools and platforms, and a keen understanding of market trends

    Local Diploma or

    • Bachelor's degree in any field, as training will be provided
    • Commitment to ethical standards and a customer-centric approach

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