Singapore is facing high rates of employment however Financial Advisors operate in a resilient industry. Regardless of the economy, there will always be a need for insurance, wealth management and asset planning.
We are looking to hire a knowledgeable Financial Services Advisor to provide financial guidance to clients in order to help them accomplish their financial goals.
To be successful as a Financial Advisor, you should keep abreast of economic events and legislative changes that could impact clients’ finances. Ultimately, an exceptional Financial Advisor should be able to demonstrate strong analytical skills and an in-depth understanding of financial markets.
Financial Advisor Responsibilities:
Assessing clients’ financial situations,
Explaining the pros and cons of various investment strategies,
Answering all finance-related questions, and addressing clients’ concerns. You should also be able to maintain solid relationships with clients.
Developing financial plans to help clients achieve their long-term and short-term financial goals.
Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
Traveling to clients’ homes and places of business to consult with them.
Monitoring financial markets and economic conditions.
Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
Communicating with accountants, real estate agents, attorneys, and other professionals to verify information.
Researching suitable investment opportunities for clients.
Financial Advisor Requirements:
Strictly Singaporean and current PR only
Minimum Complete GCE A Level/ Local Diploma
21 years old and above