Finance Coach

This is a fully remote position, open to applicants in Singapore.

📋 Description

• Offer strategic guidance on debt management, cash management, insurance coverage, and investment opportunities.

• Evaluate clients’ comprehensive financial situation and create tailored financial plans.

• Assist clients in making profitable and secure financial choices.

• Develop a client portfolio and foster strong relationships.

• Engage in networking, lead generation, and the sale of mutual funds, stocks, bonds, and other products to achieve sales targets.

• Stay informed about industry trends and conduct market research to enhance financial consulting services.

• Manage and revise financial plans to ensure profitability.

• Adhere to industry regulations and compliance standards.

• Collaborate with providers, solicitors, valuers, and other professionals.

• Conduct scheduled 30-minute video consultations via the platform.

⛳️ Requirements

• Minimum of 3 years of experience as a Financial Advisor, Finance Coach, or in a similar role.

• Bachelor’s or Master’s degree in Finance or a related discipline.

• Relevant certifications that are either internationally recognized or mandated within the specific country or territory.

• Internationally recognized certification or certification required by local regulations.

• Proficient in analyzing market financial data and delivering data-driven advice.

• Excellent communication, negotiation, and presentation abilities.

• Precision, attention to detail, and the capability to convey complex information in a clear and straightforward manner.

• Strong computer skills and familiarity with operating database systems.

🏝️ Benefits

• Flexible working hours.

• Freelance work setup.

• Remote working opportunities.

• Chance to supplement current employment or other endeavors.

• A community focused on holistic financial well-being.