Financial Services Consultant

Company Description

TAQWA ORGANISATION has been dedicated to transforming lives through effective financial planning since its establishment in 2013. From a team of just four to a robust group of 120 associates, TAQWA has become a highly reputable firm in the financial services sector. Guided by the belief that everyone should have access to financial independence, TAQWA crafts personalized financial strategies to meet clients unique needs. The company fosters growth through technical expertise, teamwork, and structured training, offering an environment rich in opportunities for personal development and career advancement. TAQWA is committed to empowering individuals and helping them achieve financial peace of mind through tailored wealth management solutions.

Role Description

This is a full-time hybrid role for a Financial Services Consultant, located in Singapore. Responsibilities include analyzing clients financial needs, developing and presenting customized financial and investment planning solutions, and building strong client relationships. The role also involves staying informed about evolving financial products and market trends, providing exceptional client service, and ensuring compliance with financial regulations while achieving set performance targets.