Analyze clients' income expenses assets liabilities
Develop personalized financial plans for investments
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CALMOI is seeking a motivated Financial Consultant to provide expert financial advice and planning services to clients in Singapore. The role involves developing personalized financial plans, maintaining client relationships, and collaborating with other professionals.
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Job Summary
The role involves providing expert financial advice and planning services to help clients achieve their financial goals.
Candidates will analyze financial information, develop personalized plans covering investments and retirement, and monitor portfolios.
The company offers competitive salary, performance-based bonuses, health insurance, and opportunities for professional growth.
Matching Summary
Match Score: 75
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CALMOI is seeking a motivated Financial Consultant to provide expert financial advice and planning services to clients in Singapore. The role involves developing personalized financial plans, maintaining client relationships, and collaborating with other professionals.
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Salary
Competitive salary; Performance-based bonuses/incentives; Health insurance, retirement plan, paid time off
Skills & Requirements
Must-have
Meet with clients to understand financial goals
Analyze clients' income expenses assets liabilities
Develop personalized financial plans for investments
Recommend appropriate financial products and strategies
Keep up-to-date with market trends
Nice-to-have
Strong client relationship building skills
Generate new business through referrals
Collaborate with tax advisors and legal professionals
Prepare reports and financial models for stakeholders
Supportive collaborative team environment
Key Requirements
Diploma from recognized polytechnic or private institution