Overview

We are looking for an experienced Financial Adviser who will support our customers in their finances management.

Your responsibility will be to ensure they make wise and profitable decisions to meet their financial goals, serving as their trusted advisor in such areas as short-term and life insurance, investments and health care products.

We expect you to be an effective communicator and have experience in financial planning and business development. You should be a good analyst and a customer-oriented professional.

 

Financial Planner responsibilities are:
Explore customers’ financial statuses such as income, expenses and liabilities
Customize clients’ financial plans according to their changing needs
Develop sound plans and budgets for clients and consult them on related issues
Find financial opportunities (such as insurance plans or investments) and suggest them to customers
Introduce suitable financial products and services to customers
Consult customers on the implementation of their plans and transactions
Find new prospective clients and approach them
Maintain strong relationships with existing clients
Stay informed about news and updates about regulations, practices and financial products
Financial Planner requirements are:
3+ years’ experience of working on a Financial Planner position
Solid experience of analyzing financial information and complying with regulations
Experience in sales or customer service
Good practical experience with MS Office and CRM systems
Strong math skills with close attention to detail
Customer service orientation with strong ethics
Strong communication skills and ability to build long-term relationships
Any Qualification. Certification, RE,  relevant area; professional certification such as CFP will be a bonus


You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.

About 1.618 Financial Services

The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm. We implement sound strategies versus short-term tactics to generate long-term wealth and surety for our clients. We aim to aid you in achieving your future goals by customising wealth-building solutions for you and your business.

We pride ourselves in providing a holistic solution for each client. The 1.618 team is made up of highly skilled financial planners, whose objective it is to ensure that you have comprehensive cover in place to protect your family and loved ones. 1.618 Financial Services will conduct a full financial needs analysis, arriving at the perfect number to create the ideal financial solution specific to you. With services in short-term and life insurance, investments and health care products, we are dedicated to ensuring that you reap paramount benefits through our planners’ professionalism.