Financial Consultant

About the Company

Singapore-based firm specializing in estate planning, wealth management, and investment advisory for individuals, families, and business owners.

Goal is to help clients secure their financial future and build lasting legacies.

Role Overview

As a Financial Consultant, you will be trained to provide financial planning, estate planning, and investment advisory services. This is an excellent opportunity for those who are eager to learn, enjoy meeting people, and want to build a rewarding career in wealth management.

Key Responsibilities

• Meet and engage with clients to understand their financial goals.
• Learn and apply concepts in estate planning, investment strategies, and wealth preservation.
• Assist in creating tailored financial plans under the guidance of senior consultants.
• Conduct regular client follow-ups and portfolio reviews.
• Participate in training, seminars, and networking events to grow knowledge and client base.

Requirements

• Degree holders welcome (any discipline).
• Good communication and interpersonal skills.
• Willingness to learn about financial products, estate planning, and investments.
• Motivated, proactive, and enjoys talking to people.
• Ability to build trust and long-term client relationships.

Information :

• Company : SERVMATICS PTE. LTD.
• Position : Financial Consultant
• Location : Singapore
• Country : SG