Responsibilities
Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives
Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization
Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles
Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change
Communicate complex financial information clearly and provide ongoing education to clients
Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients
Foster and grow long-term relationships with clients by delivering attentive, responsive service
Ensure compliance with legal and regulatory requirements in all aspects of financial advisory
Collaborate with other professionals (accountants, legal advisors, etc.) as needed to offer clients holistic solutions
Details
Period: Permanent
Working Hours: Mon - Fri: 9am – 6pm (Flexible timing)
Salary: $5,000 – $15,000
Location: Habourfront
Requirements
Open to candidates with no experience
Minimum GCE A level
Excellent interpersonal and communication skills
Ability to work independently and as a team player
Strong analytical and problem-solving skills
Proficient in Microsoft Office applications
Application
Interested applicants, kindly email your detailed resume (MS Word format is preferred): (Registration no: R )
Please ensure that applications sent through email are no bigger than 1Mb.
We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.
Success Resource Centre Pte Ltd (EA License Number: 04C3201)
160 Robinson Road, #13-07/08/09 SBF Center, Singapore 06891
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