[ref. u78487922] Client Financial Advisor - Bukit Merah

Our client, a reputable bank in the Central Region, is seeking a Client Financial Advisor to provide personalised financial planning services that help clients achieve their financial goals. This full-time role offers a chance to build meaningful client relationships and deliver tailored financial solutions.

What You’ll Do:

• Conduct comprehensive financial assessments to understand client needs and goals
• Develop customised financial plans covering investments, insurance, and wealth management
• Present and guide clients through financial recommendations and implementation
• Maintain strong client relationships and proactively address evolving needs
• Stay updated on industry trends and regulations to provide effective advice
• Collaborate with internal teams to ensure a seamless client experience
• Contribute to the growth and success of the financial planning business

Who We’re Looking For:

• No experience required—fresh graduates are welcome!
• Strong problem-solving and analytical skills
• Self-motivated and able to work independently and in teams
• Committed to excellent client service and compliance
• Financial certifications (CMFAS) are advantageous

What’s Offered:

• Competitive salary with performance-based incentives
• Comprehensive training and career development
• Supportive and collaborative work environment
• Flexible work arrangements promoting work-life balance
• Excellent employee benefits including medical coverage and retirement plans
• Salary: $3,200–$4,000 basic (based on experience) + $300 fixed allowance + monthly commissions + quarterly bonuses!

Fely Seah Yan Hui (R2198783)

Recruitment Consultant

Just Recruit Singapore Pte Ltd (EA12C6295)