Financial Advisor (No Experience Needed) - Geylang

apartmentCORNERSTONE ADVISERS PTE. LTD. placeGeylang scheduleFull-time calendar_month14/5/25

JOB DESCRIPTION

Job Title

Financial Consultant ( No experience needed)

Occupation

FINANCIAL AND INVESTMENT ADVISER

Job Description & Requirements

The Responsibilities we will trust you with are:

Actively identify, develop and convert business opportunities from new and existing clients
Demonstrate an in-depth understanding of clients’ business and source of wealth generation
Ensure coverage of all relationships through client engagement, risk profiling and financial planning
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Help clients achieve broad financial/investment goals related to the creation and management of wealth
Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
Plan and prioritize activities to maximize revenue growth and client satisfaction
Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

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apartmentCORNERSTONE ADVISERS PTE. LTD.placeToa Payoh, 4 km from Geylang

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