Financial Consultant



  • Job Ref.No: 01168112
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 14/03/2021
  • Country: Singapore

Job Description

Part-timers & Freelancers are welcomed to apply this Full time position
Individual to be involved in:
Performancing Financial advisory services to customer
Assist customer in performing needs anaylsis
Comparing and matching products and solution to customers needs
Implement and manage cutsomers portfolio of financial solutions
Regular portfolio Review and enhancements
Client servicing matters
Job Requirement
No relevant experience is required or candidate who has up to 5 year- working experience in insurance or non insurance industry can apply.

Trainee will be provided with training and will gain the following competencies & skillsets:
1. SCI Insurance Examination Licensing
2. Overview of PIAS, Financial Advisory process (PIAS Induction - This course available for Trainees passing the CMFAS M5, M9, M9A & HI exams and Licensed applicated with MAS)
3. Establish Relationship
4. Gathering Information
5. Analyse and Evaluation
6. Develop and Propose Recommendation
7. Implement Recommendations
8. Insurance Product knowledge

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