Financial Advisor
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
OTHERS LIMITED is a growing company. The organization focuses on delivering professional services and building long-term relationships with clients and partners. Team members benefit from an environment that values integrity, accountability, and collaboration. The company is committed to supporting career development and fostering a culture of continuous learning and improvement.
Role DescriptionThis is a full-time hybrid Financial Advisor role based in Singapore, with flexibility for some work from home. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and develop tailored financial plans. Daily responsibilities include advising on investments, retirement planning, risk management, and other financial strategies to help clients achieve short- and long-term objectives.
The role involves preparing financial reports, monitoring portfolios, and adjusting recommendations based on market conditions and client needs. The Financial Advisor will collaborate with internal teams, maintain accurate documentation, and ensure compliance with regulatory and company policies.
- Candidates should possess strong skills in Financial Planning and Retirement Planning.
- Candidates should possess solid knowledge of Finance and Investments.
- Candidates should possess experience in providing comprehensive Financial Advisory services.
- Candidates should possess excellent communication, client relationship management, and interpersonal skills.
- Candidates should possess strong analytical, quantitative, and problem-solving abilities.
- Candidates should possess proficiency with financial planning tools, spreadsheets, and basic data analysis software.
- Candidates should possess min. Dip in any field( Preferable in Finance, Economics); professional certifications (e.g., CFP, CFA) are an advantage.
- Fresh graduate and Mid-career change are welcome!
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