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Leong Jia Wei
(Reg No: R25157456)
[Confidential Information]
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels please browse our Company Page to find out more.
https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D
My client has been a recognised and reliable provider of independent financial advisory services since the 1990s. As one of Singapore's early pioneers in the industry, the company is dedicated to maintaining a transparent and client-focused approach that places clients needs first. My client continues to expand by providing personalised financial strategies and innovative solutions that empower clients to make confident decisions. With years of experience delivering quality financial advice, the company helps clients gain greater clarity and confidence in their financial planning journey.
What We Offer
What We Are Looking For
Role Description
This is a full-time hybrid role based in Singapore for an Independent Financial Adviser, with opportunities available for individuals looking to transition into the financial advisory industry. The successful candidate will deliver customised financial recommendations by understanding clients financial circumstances, objectives, and requirements. Responsibilities include providing advice on financial planning, retirement preparation, and investment strategies, supporting clients in making informed financial choices, and building lasting professional relationships. The role provides flexibility through a combination of office-based and remote working arrangements.
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Job ID: 152101927
Skills:
Self Motivation, retirement planning, Marketing Strategy, Wealth Accumulation Strategies, Identify Clients Needs, Relationship Building, Risk Management, Financial Goals, Develop Knowledge, Financial and Investment Planning, Wealth Management, Customer Trends, wealth accumulation, Degree in psychology, Financial Planning, Interpersonal Skills
Skills:
Market Research, retirement planning, Compliance, Investments, Finance, Financial Planning, Financial Advisory, Risk Management
Skills:
Wealth Management, Insurance Solutions, Regulatory Compliance, Financial Assessments
Skills:
retirement planning, Financial Planning, Regulatory Compliance, Financial Advisory, Finance and Investments
Skills:
retirement planning, Investments, Communication Skills, Finance, Financial Planning, Financial Advisory