Financial Consultant - #1123808

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.