Job description

Company Description

Advisors' Clique is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd in Singapore. The company focuses on delivering the best financial advice and practices to clients, emphasizing the importance of planning for a successful life journey. Advisors' Clique values commitment, teamwork, and traditional values to achieve sound financial objectives for clients and maintain positive relationships with associates.

Role Overview:

We are seeking a motivated and client-focused Financial Advisor to join our team at Advisor's Clique. In this role, you will have the opportunity to make a significant impact by providing expert financial guidance, building strong client relationships, and contributing to the overall success of our agency. If you are passionate about helping clients achieve financial success and thrive in a collaborative, growth-oriented environment, we want to hear from you.

Role Description

This is a full-time on-site role for a Financial Advisor at Advisors' Clique in Singapore. The Financial Advisor will be responsible for financial planning, retirement planning, providing financial advisory services, and managing investments on a day-to-day basis.

Key Responsibilities:

• Client Consultation: Conduct comprehensive financial assessments to understand clients' financial goals, needs, and risk tolerance.
• Customized Financial Planning: Develop and present tailored financial plans and strategies, including investment management, retirement planning, insurance solutions, and estate planning.
• Portfolio Management: Monitor and manage clients' investment portfolios, making recommendations and adjustments as needed to align with their goals.
• Relationship Building: Cultivate and maintain strong relationships with clients through regular communication, follow-ups, and proactive service.
• Market Research: Stay informed about industry trends, market conditions, and new financial products to provide clients with up-to-date advice.
• Compliance: Ensure adherence to regulatory requirements and internal policies, maintaining high ethical standards in all client interactions.

Qualifications

1. Singaporean or Singapore Permanent Resident
2. GCE ‘A’ Level certificate with three H2 passes and two H1 passes; • Or an International Baccalaureate (IB) diploma;
3. Or a polytechnic diploma; or equivalent academic qualifications.

What We Offer:

• Competitive Compensation: Attractive salary and performance-based incentives.
• Professional Growth: Opportunities for continuing education, training, and career advancement.
• Supportive Environment: Collaborative team culture with a focus on innovation and client success.

How to Apply:

If you are ready to take the next step in your financial advising career with Advisor's Clique, please submit your resume via LinkedIn or send your application to [email protected]

Join Advisor's Clique and be part of a team that’s dedicated to making a difference in clients' lives and achieving financial excellence together.