- Build and maintain clientele database
- Establish Clients’ financial objectives through Fact Find
- Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives
- Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
- Adherence to a tight compliance regime in order to provide sound financial advice to clients
- 21 years old and above, as per MAS regulatory requirement
- GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
- Willing to network amongst business associates
- Dynamic and wanting to build a long term career in the Financial Industry in Singapore
x
