Position Overview
Job Details - Permanent position
- Salary: $5,000-$10,000 (Base + Comm.)
- Working Hours: Mon – Fri, 9am – 6pm (flexible timing)
- Location: Raffles Place
Job 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‑...