Relationship Planning Consultant

UPStart Business Consutancy

Relationship Planning Consultant

UPStart Business Consutancy


Job Nature: Permanent

Position Level: Entry Level

Job Category: Investments/Fund Management, Consulting , Management Trainee, Business Development


  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
  • Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
  • Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
  • Monitor client's' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
  • Provides financial management information by preparing financial status analyses and reports.
  • Min Local Diploma from any Local Government Polytechnic
  • Good EQ. Able to connect
  • Driven, Open Mindset and Motivated
  • Hire attitude + character. Train on skillset
  • Town Central
  • Attractive compensation package and career advancement with bonus, promotions, incentives, cash rewards, incentive trip,  etc....

Company Overview

With Platforms beyond Singapore. We have coached, developed and transited many successful indiividuals, fresh graduate and mid career switch.  Our all rounded team is equipped to help unlock your ful potential.
Upstart Business Consultancy was established with one goal in mind; to empower professionals by helping them make informed decisions about their trajectory, provide career coaching advise and solution-based approach to career decisions.
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