[ref. l5285520] Bukit Merah - Financial Adviser

About the role

We are seeking a talented and ambitious Financial Adviser to join our growing team, As a Financial Adviser, you will be responsible for providing personalised financial planning and investment strategies to our diverse client base. This is a casual role, allowing for flexibility in your work arrangements as you operate from our Central Region office.

• Conducting comprehensive financial assessments to understand clients' unique needs, goals and risk profiles
• Developing tailored financial plans and investment portfolios to help clients achieve their short and long-term objectives
• Educating and advising clients on a wide range of financial products and services, including investments, insurance, and retirement planning
• Building and maintaining strong client relationships through regular communication and proactive follow-up
• Staying up-to-date with industry regulations, market trends and new financial products and services
• Collaborating with internal teams to ensure seamless client experience and service delivery

• At least Diploma / A Level Cert
• Strong analytical and problem-solving skills to assess clients' financial situations and develop optimal solutions
• Excellent communication and interpersonal skills to effectively engage with clients and build trust
• Passion for staying up-to-date with industry trends and regulations
• Commitment to maintaining the highest standards of professional ethics and client service

What we offer

We offer competitive remuneration, opportunities for career development, and a range of benefits to support your work-life balance. Join us and be a part of our exciting journey! LEADS will be provided to ensure your success with us in this journey.

Apply now to become our next Financial Adviser and be a part of our dynamic team!