Job Responsibilities:
- Provide financial advice based on clients’ financial and protection needs
- Provide recommendation to clients on wealth accumulation and legacy planning
- Prepare and present financial summaries, investment report and income projection for clients
- Research and have knowledge on all aspects of the financial sector
- Build strong relationships through regular views to adapt clients financial plans to life changes
- Establish and grow a strong client base through networking & prospecting
Job Requirements:
- Minimum GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
- Excellent interpersonal skills with strong passion to serve
- Self-motivated and disciplined individual
