Part-timers & Freelancers are welcomed to apply this Full time position
Financial Consultant - Personal Wealth Management
● Explain and present financial planning
● 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.
● 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.