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Financial Consultant at Bayes

Financial Consultant

Bayes Outram Permanent
4,000 SGD - 10,000 SGD/Month

Financial advisors are professionals responsible for managing client finances in order to help achieve long term and short term financial goals. This role entails offering expert advice on personal budgeting, debt management, investment, insurance choices, and various other financial subjects.

Financial Planner Job Responsibilities:

  • Provide financial planning and investment advisory services.
  • Research and present investment strategies.
  • Develop and execute retirement planning.
  • Implement risk management and tax planning strategies.
  • Coordinate estate planning.
  • Manage client relationships.
  • Identify and cultivate new clients.
  • Develop and grow a book of business.
  • Open, transfer, and manage client accounts.
  • Prepare financial policy and procedure documentation.
  • Identify financial process improvement.
  • Management of Claim Process for Clients

Recommended Skills

  • Business Process Improvement
  • Debt Management Planning
  • Estate Planning
  • Finance
  • Financial Management
  • Investment Strategy

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