Financial Consultant

Key responsibilities:

• Assess clients’ financial situation to develop strategies to help clients meet their financial goals.
• Provide advice on insurance to help companies and individuals plan for their financial futures.
• Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
• Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
• Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
• Build and maintain effective relationships with existing clients.

Job Requirements:

• Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
• Related work experience is not required.