Job Title
Financial Consultant
Location
Woodlands
Job Overview
The Financial Consultant is responsible for advising clients on financial matters, including investments, retirement planning, insurance, and other financial strategies. This role involves understanding clients' financial goals, assessing their financial situation, and recommending tailored financial products and services to meet their needs. The consultant will work with individuals, families, and businesses to develop comprehensive financial plans that align with their long-term objectives.
Key Responsibilities
- Appointment Scheduling: Manage calendars, appointments, meetings, and follow-ups efficiently
- Client Interaction: Conduct check-ins to understand client needs and maintain strong relationships
- Administrative Coordination: Oversee client accounts, handle claims, update records, and process payments
- Event Support: Assist with operational and administrative management for events
- Task Management: Organise and prioritise tasks to meet deadlines
Qualifications
Local Diploma/A-Level equivalent & above
Working Conditions
Hybrid work arrangement
Compensation
Competitive salary and performance-based bonuses.
Earn $150,000 and above per year.
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