Financial Consultant

  • Job Ref.No: 01167813
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 21/02/2021
  • Country: Singapore

Job Description

Part-timers & Freelancers are welcomed to apply this Full time position
Financial Consultant - Personal Wealth Management
● Explain and present financial planning concepts.
● Build and enhance client relationships.
● Formulate financial plans and strategies.
● Research, shortlist and select financial products and services.
● Stay current & be aware of changes in CPF, HDB, legal and tax laws.
● Provide the best accountability, experience, service and follow up.
● Ensure all advice and processes are compliant to established standards.

Key Role
● Provide Financial Planning Services
● Distribute wide range of Financial Products for Investment and Insurance
● Acquire, Advise & Accompany Clients in their Life Financial Journey

Areas of Financial Planning
● Budget & Cash Planning
● Education Planning
● Estate Planning
● Insurance Planning
● Investment Planning
● Retirement Planning
● Tax Planning

● Basic + Incentives + Profit Sharing
● Comprehensive Trainings Program
● Individual Mentoring & Coaching
● Progress to entrepreneurship model with unlimited income.
Job Requirement
● Singapore Citizen
● 21 years old and above
● Diploma or Degree in any field
● Self-motivated with a positive attitude
● Ability to approach & communicate with a broad range of people

Please DO NOT provide your credit card details when applying for jobs.
Applicants are advised not to pay any upfront payment or any registration fee for the purpose of applying jobs.
This ad was updated on 22/01/2021 at does not charge any fee or take any commission for finding and applying jobs.
Something suspicious? Report this job

2 Job
Job Views