Company Description
We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.
Role Description
This is a full-time hybrid role. The Client Consultant will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments
- Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets.
- Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools.
- Implement and/ or diversify their investment portfolio with stocks, bonds , unit trusts etc
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Benefits
- Working amongst experienced professionals
- A clear career roadmap with personalized guidance from dedicated manager
- Supportive and vibrant environment
- Transparent compensation packages
Requirements
- Have keen interest in financial planning advisory
- Enjoy meeting clients and building relationships
- Ready to undergo trainings and obtain necessary certifications required for the role
- Have a thirst for learning about markets and investments
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
