SingaporeJobs

Junior Personal Financial Consultant

Private Advertiser

Salary

Salary not disclosed

Job Type

Full-time

Location

Singapore

Posted

2 months ago

Job Description

Work with a banking sector client in Singapore to provide personal financial consulting services. This role is ideal for junior professionals with a passion for financial planning.

Requirements

  • Degree or Diploma in Finance, Business, or related fields
  • Strong interest in personal financial planning
  • Excellent communication and presentation skills
  • Ability to build rapport with diverse clients

Responsibilities

  • Conduct financial needs analysis for individual clients
  • Recommend suitable financial products and investment plans
  • Monitor client portfolios and provide regular updates
  • Maintain compliance with financial regulations

Skills

Financial Consulting
Investment Planning
Client Advisory
Communication
Financial Analysis

About Private Advertiser