Unlock Your Potential with a Leading Financial Institution!
Position Overview:
We invite you to join our team as a Digital Portfolio Planner, where you'll have the opportunity to work with a renowned financial institution that offers outstanding career progression. This role is your gateway to an exciting and rewarding career in the world of finance.
Position Details:
- Competitive Basic Salary: Up to $4,000 + Additional Benefits:$500 Fixed Monthly Allowance + Performance Bonus (Up to 16% of basic salary)
- Prime Location: Central
- Working Days & Hours: Monday to Friday / 9:00 AM to 6:00 PM
- Warm Leads: Warm leads provided via digital referral (No cold-calling)
Key Responsibilities:
As a Digital Portfolio Planner, your primary responsibilities will include:
- Offering consultative financial advisory services, covering Life, Health, and General Insurance, to warm referral clients.
- Cultivating and maintaining strong relationships with both existing and potential clients.
Qualifications:
The ideal candidate should have:
- At least a Local Diploma or Degree in any discipline.
- A preferred minimum of 2 years of experience in financial services or advisory.
- Preferred CMFAS qualifications, including M5, M8, M8A, M9, M9A, HI, CGI, PGI, and BCP.
This is an exciting opportunity to propel your career forward while working with a renowned financial institution. If you meet these qualifications and are eager to embark on this journey, we encourage you to apply for the position of Digital Portfolio Planner.
Interested candidates can kindly apply via MyCareersFuture or email your latest resume to [email protected]
Gary Lua Zhi Hao (R21104006)
Just Recruit Singapore Pte Ltd (EA12C6295)
