Financial Services Consultant

Company Description

Advisors Alliance Group (AAG) is a Singapore-based financial services firm with over four decades of experience, emphasizing integrity, compassion, and competence. With a network of over 1,000 advisors and more than 50,000 satisfied clients, AAG oversees S$37 billion in sum assured. We are committed to providing exceptional financial advice and solutions to individuals, families, and businesses. AAG is an authorized representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).

Role Description

This is a full-time hybrid role based in Singapore for a Financial Services Consultant. The responsibilities include providing personalized financial advice, designing financial plans tailored to clients needs, and offering solutions to meet their long-term and short-term financial goals. The consultant will also maintain strong relationships with existing clients, conduct regular reviews, and provide ongoing updates about financial products and services. The position allows a balance between working from the office and remotely.

Qualifications

• Strong expertise in Finance, Financial Services, and Consulting
• Excellent Analytical Skills for evaluating financial data and market trends
• Exceptional Communication skills to build and maintain client relationships
• Ability to work both independently and collaboratively in a hybrid work setting
• Certification in financial planning or relevant qualifications such as CFP, CFA, or equivalent is an advantage
• Prior experience in the financial services industry is preferred but not mandatory