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Intellect

Finance Coach

Place: Singapore · Remote
Posted: Today

Applies on apply.workable.com

The role

Join our growing team in Intellect as a Financial Advisor where your role is to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals. These consultations are conducted primarily through scheduled 30-minute video sessions on our platform.

We're seeking to partner with experienced financial coaches and advisors to be a part of a community that is working to bring a holistic approach to our clients’ financial wellbeing.

This is a freelance remote role with the flexibility to decide your business hours. Local candidates are preferred but others can still be considered. This role is a great opportunity to supplement your current job or other ventures.

Responsibilities

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)

Assess client’s overall financial picture, understand their needs and develop a solid financial plan

Guide clients towards a profitable and secure financial decision

Cultivate client base and build win-win relationships

Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas

Keep abreast of new industry’s trends and research market to back up financial consulting

Oversee the course of the financial plan and update it, if necessary, to ensure profits

Comply with all industry rules and regulations

Liaise with providers, solicitors, valuers and other professionals

Requirements

Qualifications:

At least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experience

Bachelor’s or Master’s degree in Finance or any related field

Relevant certifications either internationally accredited or prescribed within country of territory

Internationally accredited certification / prescribed within country

Ability to analyse market’s financial data and to provide appropriate data-based advice

Strong communication, negotiation and presentation skills

Accuracy, attention to detail and the ability to explain complex information clearly and simply

Excellent PC knowledge and ability to operate database systems