1. Singapore’s Best Digital Wellness Platform (Gold, HR Online Vendor Awards, 2023) 2. Google’s Best Apps of the Year, 2020 3. 3.7+ Million Users in 100+ Countries Intellect's mission is to make mental healthcare & wellbeing support accessible for everyone. We do this by marrying technology with a human touch in a single platform, delivering end-to-end wellbeing support for individuals and organisations alike. For individuals looking for someone in their corner, Intellect's solution matches the right self-care resources, counsellors and clinical psychologists on any platform: mobile app, desktop, phone call and in-person. For organisations, Intellect's preventative, science-backed approach has been proven to cultivate thriving workplaces with stronger pulse survey scores, lower turnover, and high client satisfaction. Today, Intellect is the leading science-backed mental health tech company. Over 3.7 million members and leading organisations globally trust Intellect to provide personalized, evidence-based wellbeing support.

Job description

You will be a financial advisor on our virtual platform, where your role is to support our clients' financial health and growth based on their individual needs and goals. This is delivered through scheduled text-based and video consultations on our platform.

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 private practice.

We're seeking to partner with experienced Financial Advisors and Finance Coaches to be part of a community working collaboratively to provide strategic financial advice, develop solid financial plans, and guide clients towards profitable and secure financial decisions.

What You’ll Do:

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
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

Proven working experience as a Financial Advisor, Finance Coach, or relevant experience
Track record of successful financial guidance
Ability to analyse market’s financial data and to provide appropriate data-based advice
Able to communicate in English and local language
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
BS degree in Finance or related field

Required profile