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 adviser not tied to any product provider, the firm offers impartial financial advisory services to individuals and businesses. Its services span investments, insurance, retirement planning, corporate pensions, group employee benefits, business continuation, and general insurance, as well as estate distribution and mortgage refinancing through partners. Legacy FA emphasizes client-centric advice, professional standards, and tailored solutions that support clients long-term financial growth, security, and comfort. Financial consultants are committed to being accessible and responsive in helping clients achieve their financial goals.
Role Description This is a full-time Financial Services Consultant role based in Singapore, offered on a hybrid arrangement with a mix of in-office and work-from-home flexibility. The Financial Services Consultant will meet with individual and corporate clients to understand their financial goals, risk profiles, and current portfolios. Day-to-day responsibilities include conducting financial needs analysis, developing customized financial plans, and recommending suitable solutions across investment, insurance, retirement, and protection products. The role involves reviewing client portfolios regularly, monitoring market and regulatory developments, and adjusting recommendations as needed. The consultant will also prepare proposals, maintain accurate client records, work collaboratively with internal teams and partners, and uphold compliance with all regulatory and company standards while building long-term client relationships.
Qualifications
- Strong foundation in Finance and Financial Services, with the ability to understand products, markets, and regulatory requirements.
- Proficient Analytical Skills to assess client needs, evaluate financial information, and design appropriate strategies.
- Experience or interest in Consulting, including client advisory, problem-solving, and delivering tailored financial recommendations.
- Excellent Communication skills, both verbal and written, to explain complex financial concepts clearly and build trust with diverse clients.
- Relevant academic background (e.g., Finance, Business, Economics or related field) and completion of regulatory qualifications required by the Monetary Authority of Singapore, or willingness to obtain them.
- High level of integrity, professionalism, and client-centric mindset, with the ability to maintain confidentiality and act in clients best interests.
- Ability to work independently and as part of a team in a hybrid environment, with strong time management and organizational skills.
- Prior experience in financial advisory, banking, insurance, or wealth management is advantageous but not mandatory for highly motivated applicants willing to learn.
