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Jobs in Singapore   »   Jobs in Singapore   »   Business Management / Project / Planning Job   »   Financial Planner
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Financial Planner

Archel Advisory Pte. Ltd.

Responsibilities

  • Develop new businesses and managing existing customers relationships
  • Responsible for achieving company objectives and revenue targets
  • Able to assist clients on the financial planning based on their current financial status and increase the value of current client asset size
  • Advise clients on investment products and services
  • Able to identify potential customers and convert the sale leads into successful deals
  • Able to fix appointments with customers and introduce the products and services to them

Requirements

  • Minimum 1 year of experience is required for this position
  • Diploma/GCE 'A' Levels/Degree in a related discipline or equivalent
  • Good interpersonal skills, excellent communication
  • Ability to work independently and under pressure

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