Financial Consultant

Roles & Responsibilities

Role Overview :

We are seeking a motivated and experienced Financial Consultant to join our team. In this role, you will provide expert financial advice and planning services to our clients, help them achieve their financial goals, and contribute to the growth of our business.

Key Responsibilities :

• Meet with clients to understand their financial goals, circumstances and risk tolerance.
• Analyse clients’ financial information (income, expenses, assets, liabilities, investments).
• Develop personalised financial plans covering areas such as investments, retirement, insurance, tax strategy, estate planning.
• Recommend appropriate financial products and strategies, monitor client portfolios, and make adjustments as needed.
• Keep up-to-date with market trends, economic indicators and regulatory changes.
• Build and maintain strong client relationships; generate new business through referrals, networking and seminars.
• Prepare reports, presentations and financial models for clients and internal stakeholders.
• Collaborate with other professionals (e.g., tax advisors, estate planners, legal) to deliver comprehensive solutions.

Qualifications & Skills :

What We Offer :

How to Apply :

Please send your resume and a cover letter outlining your relevant experience and why you’re interested in this role to Tanweecheng@pruAdviser.com.sg Include “Financial Consultant Application – [Your Name]” in the subject line. Applications close on [date, if applicable].

Tell employers what skills you have

Wealth Management

Referrals

Microsoft Excel

Tolerance

Ability To Work Independently

Financial Planning

Interpersonal Skills

Tax

Investments

Economics

Planner

Attention to Detail

Networking

Estate Planning

Health Insurance

Retirement