Toa Payoh - Financial Consultant
Toa Payoh Full-time
Responsibilities
- Assess financial needs: Evaluate a client's budget, savings, and investment goals
- Develop financial plans: Create short- and long-term financial plans
- Provide advice: Offer recommendations on investment strategies, insurance products, and tax solutions
- Educate clients: Explain the benefits and risks of different investment options
- Manage accounts: Oversee client accounts to identify investment changes
- Build relationships: Maintain relationships with clients and identify new ones
- Research: Look into different investment opportunities and market conditions
- Stay current: Keep up to date with financial regulations and economic trends
Smarthire by SEEKTampines, 12 km from Toa Payoh
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