Job Details:
- Basic ($2000 - $4000) + Attractive comms structure or Full Comms
Job Responsibilities:
- Work with clients to provide comprehensive financial planning and advisory services.
- Understanding clients' financial goals, assess current financial situation and proposed plans suitable for your needs
- Provide expert advisory on financial strategies, porfolio management, risk management and financial literacy training
- Develop short and long term financial goals for clients
Job requirements:
- Minimum A levels and diploma
- Certificates from the following CMFAS/IBF modules will be advantageous: M1A, M5, M6, M6A, M8, M8A, M9, M9A
- No experience needed as training will be provided
- Great interpersonal skills, able to communicate to clients from diverse backgrounds
- Excellent presentation skills
- Able to collaborate with clients and external stakeholders
We regret only shortlisted candidate will be notified.
MDE Capital Consultancy (EA license No:21C0684)
EA Personnel: Foo Wenqi Sarah (R23113355)
