Senior Financial Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

jiawei@placement.com.sg

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

As a Senior Financial Consultant, you will take on a key role in guiding clients towards achieving their financial goals through professional advice and strategic planning.
This position is suited for experienced and driven individuals who want to expand their expertise, strengthen client relationships, and grow within the financial advisory industry.
You will have the opportunity to leverage your experience while providing trusted financial solutions that create long-term value for clients.

Responsibilities:

• Assess and provide tailored financial strategies that address clients’ needs in areas such as income protection, savings, investments, healthcare, retirement planning, business continuity, and estate distribution.
• Deliver exceptional ongoing support and proactive service to clients, helping them achieve their financial objectives throughout different phases of their lives.
• Develop new business opportunities while managing, retaining, and expanding the existing client portfolio.
• Conduct effective negotiations and professional discussions with prospects to establish suitable solutions and agreements.
•  Manage documentation processes and ensure accurate maintenance of client records.
•  Provide comprehensive financial planning for individuals and corporations, covering risk management, wealth growth, succession strategies, and estate planning.

Requirements:

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a Financial planner
• Holds a Diploma/Degree qualification
• Prior working experience in sales is seen as an advantage
• Goal oriented, self-driven and pro-active in character
• Strong communication and interpersonal skills

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.