Financial Services Consultant

Our client is a leading financial services institute committed to providing comprehensive financial solutions to all. 

Nurturing of new talents is part of the commitment in growing the financial sector, and hence a specific programme has been launched to attract new talents with many opportunities to strive for the top tiers as an accomplished Financial Consultant/Advisor.

You will be part of a dynamic team providing financial advisory to stakeholders. The programme launched is meant to develop, groom passionate individual with the hunger for building a successful career in the financial industry.

Responsibilities:

A financial service consultant provides advice and guidance to clients on various financial matters. 

Their responsibilities can vary depending on their specific role and the needs of their clients, but common duties include:

1. Financial Planning: Consultants help clients assess their financial situation, set financial goals, and develop strategies to achieve those goals. This may involve retirement planning, investment planning, tax planning, and estate planning.
2. Investment Advice: Consultants analyse investment opportunities and provide recommendations to clients based on their risk tolerance, investment objectives, and time horizon. They may advise on stocks, bonds, mutual funds, real estate, and other investment vehicles.
3. Risk Management: Consultants help clients identify and mitigate financial risks, such as market volatility, inflation, and unexpected expenses. They may recommend insurance products or other risk management strategies to protect clients' assets.
4. Debt Management: Consultants assist clients in managing debt, including mortgages, loans, and credit card debt. They may advise on debt consolidation, refinancing, and repayment strategies to help clients reduce interest payments and achieve financial stability.
5. Financial Education: Consultants educate clients about financial concepts, products, and strategies, empowering them to make informed decisions about their finances. This may involve conducting seminars, workshops, or one-on-one sessions with clients.
6. Compliance and Regulation: Consultants must stay abreast of regulatory requirements and ensure that their advice complies with applicable laws and regulations. This includes understanding securities laws, tax codes, and other relevant regulations.
7. Client Relationship Management: Consultants build and maintain relationships with clients, earning their trust and loyalty through personalized service and attentive communication. May need to meet regularly with clients to review their financial plans and adjust as needed.

Overall, financial service consultants play a crucial role in helping individuals and businesses navigate the complexities of the financial world, achieve their financial goals, and secure their financial future.

Requirements:

• Minimum Degree and above
• Strong communication and interpersonal skills.
• Adherence to financial regulations
• Sales-driven mindset with a passion for helping clients achieve their financial goals.
• Self-motivated and able to work independently.
• Ability to thrive in a fast-paced and dynamic environment.

Benefits:

• Flexible working arrangements 
• Competitive Basic Salary with performance-based allowance
• Comprehensive training and development programs.
• Mentorship and guidance from experienced leaders.
• Opportunities for career advancement.
• Access to a wide range of financial products and services.
• Health and wellness benefits.
• Incentive programs and bonuses.

Short Listed Candidates will be Contacted.

For Enquiries, Please Text 9722 5630

EA License No: 95C5411

EA Personnel No: R22110922