Company Description
Legacy FA Pte. Ltd. is a financial advisory firm licensed by the Monetary Authority of Singapore under the Financial Advisers Act. It operates independently, providing impartial financial solutions tailored to individuals and businesses. The company specializes in a diverse range of services, including investment, insurance, retirement planning, corporate pensions, and estate distribution. Focused on client-centric solutions, Legacy FA's consultants deliver professional advice to support financial growth, security, and comfort. Located in Singapore, Legacy FA is committed to helping clients achieve their financial goals with reliability and expertise.
Role Description
This is a full-time hybrid role for a Financial Services Consultant. Based in Singapore, the role allows for a blend of in-office and remote work. Responsibilities include providing clients with personalized financial advice across areas such as investment, insurance, and retirement planning. The consultant will analyze financial goals, identify opportunities, recommend tailored solutions, and deliver regular reviews to ensure long-term success. Relationship management and guiding clients in achieving financial security will also be key aspects of this role.
Qualifications
- Strong Financial Services and Consulting expertise
- Excellent Analytical Skills and proficiency in financial evaluations
- Effective Communication skills, including active listening and interpersonal abilities
- Self-motivation, detail orientation, and an aptitude for building relationships
- Relevant certifications and experience in the financial industry are highly advantageous
- Knowledge of financial regulations and compliance in Singapore
