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Willia Estate

Financial Services Consultant

Willia Estate

Posted

yesterday

Singapore

Onsite

SGD 5K

Full Time

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Sema

Sema Summary

The Financial Services Consultant role at Willia Estate involves providing expert financial advice and consultation to clients based in Singapore. Candidates should be knowledgeable in finance and possess strong communication skills. While no specific experience level is mentioned, a background in finance is likely essential. The position is full-time and does not offer remote work options. As this is a consultant role, the responsibilities will include assessing client needs and advising them on financial products or services.

About Company

Willia Estate is focused on providing comprehensive financial services and consultation to help clients manage their financial goals effectively.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong analytical skills
  • Excellent communication abilities
  • Proficiency in financial software
  • Experience in customer service

Responsibilities

  • Assess client financial needs
  • Provide tailored financial advice
  • Maintain client relationships
  • Analyze financial data
  • Develop financial plans
  • Ensure compliance with regulations
  • Collaborate with financial teams

Must Have skills

Analytical skillsCommunication skillsCustomer serviceFinancial analysisProblem-solving

Nice To Have Skills

Sales skillsFinancial software proficiencyProject management

Tools Knowledge Requried

ExcelCRM softwareFinancial modeling tools

Job Keywords

Financial ConsultantFinancial ServicesClient ManagementConsultingFinance

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