Financial Services Consultant

Company Description

Dunn & Partners, an authorized representative of Manulife Financial Advisers - Summit Planners Cluster, is committed to providing excellent financial advice in areas of wealth protection, accumulation, and distribution. Our vision is to develop a premier financial services agency through exceptional client service and long-term relationships. We also assist corporate clients with risk management, employee benefits, and business succession planning. At Dunn & Partners, our people are our most valuable assets, and we strive to mentor and retain high-quality individuals with a passion for making a positive impact.

Role Description

This is a full-time on-site role for a Financial Services Consultant located in Singapore. The consultant will be responsible for providing comprehensive financial advice, developing wealth management strategies, and assisting clients in areas of wealth protection, accumulation, and distribution. Day-to-day tasks include conducting financial analyses, creating financial plans, consulting with clients on investment opportunities, and ensuring excellent client service and satisfaction.

Qualifications

• Analytical Skills, Finance, and Financial Services experience
• Consulting and Communication skills
• Ability to develop and implement effective financial strategies
• Strong interpersonal and client relationship management skills
• Bachelor&aposs degree in Finance, Economics, Business, or a related field
• Experience in the financial services industry is a plus
• High level of integrity and professionalism