Job Profile Summary:
You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.
Job Description:
· 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
Who we are looking for:
Competencies & Personal Traits
· Exhibit ability to deliver effective communication and excellent interpersonal skills
· Possess strong leadership qualities and a mind towards excellence
· Analytical and strong problem solving abilities
· Dynamic individual who strives in fast moving environment
· Willing to network amongst business associates
· Dynamic and want to build a long term career in the Financial Industry in Singapore
· 21 years old and above, as per regulatory requirement
Professional Qualifications
· Possess CMFAS M5, M9, and HI certifications
Education
GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
