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Financial Services Consultant

Keywords / Skills : Financial Services Consultant, Financial Advisor, Insurance Agent, Insurance Advisor, Insurance, Banking, Agent, Financial Consultant

1 - 10 years
Posted: 2019-04-15

Job Description
Key Responsibilities:

• To act as the client’s principal financial planner and adviser providing support and education on all financial matters, providing the necessary advice, guidance and reassurance to them in achieving their longer term financial goals

• Work with other professionals, ensuring the clients plans are implemented efficiently and effectively

• Develop individual client strategies and plans aligned to their specific goals and objectives

• Analyse and recommend solutions that cater to the needs of clients

• To provide advice and services and work with individuals, families and businesses to help clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.

• Work closely with a team of administrators ensuring all recommendations, client records and management information is maintained and up to date

• To maintain currently levels of business ensuring customers are given the level of service as identified during their initial or review meetings

• Ensure that opportunities for new business are identified and followed up


• Results Driven, Persistent and good time Management Skills

• Ability to provide good Customer Service

• Good Prospecting Skills

• Drive to achieve goals and sales targets

• Professionalism in dealing with various types of clients

• Minimum of full A-Level Certificate / Diploma.

• Able to take and pass Capital Markets and Financial Advisory Services (CMFAS) Examination – M5, M8, M8A, M9, M9A and Health Insurance.

• Any other financial planning courses will be considered as an advantage

• Excellent communication and strong interpersonal skills.

• Able to work independently for roadshows, events, telemarketing, outdoor activities

Interested applicants, please send your latest resume to We regret that only shortlisted candidates will be contacted. Venice (Reg no. R1982888 EA No: 17C8528)

About Company

Executive Search Firm
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