Roles & Responsibilities
Job Description
- Well Established Singapore Based Financial Advisory Firm
- Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
- Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
- Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
- Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
Main Responsibilities:
- Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
- Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
- Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
- Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
- Client Networking: Establish and grow a strong client base through networking & prospecting.
Requirements:
- Minimum Polytechnic Diploma in any discipline.
- No prior experience is required as on-the-job training and mentoring is provided.
- Result-oriented & highly motivated.
- Strong interpersonal skills with a strong passion to serve.
