Financial Consultant
About the role
We are seeking an experienced Financial Consultant to join our team at Paul Chan & Associates. As a Financial Consultant, you will be responsible for providing comprehensive financial advice and services to our valued clients. This is a full-time position based in the Paya Lebar East Region.
What you'll be doing- Conducting in-depth financial assessments to understand clients' goals, risk profiles, and investment objectives
- Developing personalised financial plans and investment strategies to help clients achieve their financial objectives
- Providing expert advice on a range of financial products, including investment portfolios, insurance, and retirement planning
- Building and maintaining strong relationships with clients through regular communication and review sessions
- Staying up-to-date with industry regulations, market trends, and financial products to ensure clients receive the most current and relevant advice
- Collaborating with the broader team to ensure seamless service delivery and client satisfaction
- Strong knowledge of financial markets, investment products, and regulatory requirements
- Excellent communication and interpersonal skills, with the ability to translate complex financial concepts into easy-to-understand advice
- A proven track record of building and maintaining long-term relationships with clients
- Commitment to continuous learning and professional development
- Relevant financial qualifications, such as a Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation
What we offer
At Paul Chan & Associates, we are dedicated to supporting the professional and personal growth of our employees. We offer a competitive salary, performance-based bonuses, and a comprehensive benefits package, including health and wellness initiatives, flexible work arrangements, and opportunities for career advancement.
About us
Paul Chan & Associates is a leading financial services firm with a strong focus on providing personalised, client-centric solutions. Our mission is to empower our clients to achieve their financial goals through the delivery of exceptional advisory services.With a team of highly skilled and experienced professionals, we are committed to fostering a culture of excellence and innovation.
Apply now to join our dynamic team and take the next step in your financial services career.