Financial Planner Trainee

  • Job Ref.No: 01172958
  • Budget:
  • Timeline: to be confirmed later
  • Closing on: 26/09/2021
  • Country: Singapore

Job Description

Part-timers & Freelancers are welcomed to apply this Full time position
The ideal candidate will deliver personalized risk protection and investment solutions to help clients work toward their long-term financial goals via insurance solutions. They should be comfortable sourcing business development opportunities, assessing client's financial goals and priorities, developing the most appropriate financial solutions and cross checking work to ensure complete accuracy of information.
· Provide clients with financial planning services via insurance and investment solutions
· Identify risk-gaps and exposure in client’s protection portfolio and developing the best fitted solutions
· Support investment professionals to cultivate client relationships
· Support clients in their insurance needs, pre- and post-sales
Job Requirement
· Strong mindset & desire for success, ability to adapt to an ever-changing environment
· Objective oriented
· no experience required welcomed (Mentorship provided)

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