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

Benefits
● 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

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This ad was updated on 22/01/2021 at https://www.freelancezone.com.sg/full-time-job/1023310150301167813/financial-consultant.html. FreelanceZone.com.sg does not charge any fee or take any commission for finding and applying jobs.
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