Financial Services Consultant

Company Description

TAQ Wealth Associates (TAQWA) is a reputable financial services firm established in 2013, dedicated to improving lives through comprehensive financial planning. Over the years, the organization has grown from a team of 4 to 70 associates, earning recognition for its excellence in personalized services. TAQWA's mission is to provide individuals with equal opportunities to achieve financial freedom by creating tailored financial strategies based on their unique needs. With a focus on technical proficiency, team collaboration, and structured training, TAQWA fosters an environment that supports personal and professional growth while contributing to the financial well-being of clients. The organization is deeply committed to empowering individuals to realize their financial goals and attain peace of mind.

Role Description

This is a full-time, on-site role based in Singapore for a Financial Services Consultant. The role involves analyzing clients financial needs, providing tailored investment and insurance advice, developing personalized financial solutions, and managing client portfolios. The consultant will also build and maintain relationships with clients, conduct financial reviews, and ensure compliance with industry regulations. The role requires strong communication skills, the ability to explain complex financial concepts simply, and an aptitude for building trust with diverse clients.

Qualifications

• Strong knowledge of investment principles, insurance products, and financial markets
• Analytical and problem-solving skills to assess client needs and create personalized financial plans
• Excellent communication, interpersonal, and relationship-building skills
• Proficiency in research and data analysis related to financial services
• Ability to work independently within a dynamic, team-focused environment
• Bachelor's degree in Finance, Economics, Business Administration, or related field preferred
• Relevant certifications such as CFP, CFA, or equivalent are an advantage
• Prior experience in financial consulting, wealth management, or related roles is preferred