Financial Services Consultant

Company Description

Legacy FA Pte. Ltd. is a financial advisory firm licensed by the Monetary Authority of Singapore under the Financial Advisers Act (Cap. 110). As an independently owned company, it offers financial advisory services to individuals and businesses, providing tailored solutions in areas such as investments, insurance, retirement, and corporate pensions. Legacy FA prioritizes the interests and needs of its clients, ensuring professionalism and quality advice from its team of dedicated financial consultants. With a focus on financial growth, security, and comfort, the organization offers expertise in estate distribution and mortgage refinancing.

Role Description

This full-time hybrid role is based in Singapore, with the flexibility for some remote work. As a Financial Services Consultant, you will identify clients financial needs and develop customized financial planning strategies. You will advise on investment portfolios, insurance coverage, retirement planning, and other financial services to help clients achieve their goals. Building and maintaining long-term client relationships, conducting financial analyses, market research, and regular reviews of clients financial plans are essential components of this role.

Qualifications

• Strong analytical skills with the ability to assess financial data and market trends
• Expertise in Finance, Financial Services, and Consulting
• Exceptional Communication skills to articulate financial strategies effectively
• Proficiency in building client relationships and providing tailored financial solutions
• Self-motivated, organized, and committed to helping clients achieve their financial objectives
• Prior experience or qualifications in financial advisory, finance, or related fields
• A degree in Finance, Business, Economics, or a related discipline is preferred