Total 142 financial advisor job vacancies in Customer Service category in Islandwide

Position : Customer Financial Service Representative

Location : Stationed in the FedEx APAC Financial Service Center, Singapore.

Responsibilities :

• Perform Collection and improve AR performance of APAC customers
• Engage internal & external customers (Sales, Operations, Dispute Research Team, Customer AP/Logistics/management, etc.) to resolve issues that prevent customer payment performance
• Following up with customer for payment via phone calls
• Assisting customer in resolving billing related issues
• Perform administrative tasks related to credit and collection

Requirements :

• Diploma or degree holder.
• Proficiency in written and spoken English.
• Proficiency in written and spoken Japanese/ Thai/ Korean language as candidate will be covering Japan/Korea/Thai market. (in order to liaise with the JapaneseKorean/Thai speaking associates)
• A team player with good customer service skills and results driven.
• Good planning, organizational, problem solving and communication skills are essential.
• Position required Japanese/Korean/Thai speaking agent

Job Description

Roles & Responsibilities

• Provide comprehensive financial services to customers, including account management, credit advisement, and payment solutions.
• Analyze customer financial needs and develop tailored solutions to meet those needs, ensuring a high level of customer satisfaction.
• Manage customer accounts, keeping accurate records of transactions, payments, and any financial arrangements.
• Work closely with the sales and customer service teams to identify opportunities for financial service enhancements and to resolve any customer issues related to billing or payments.
• Educate customers on financial products and services, including the benefits and risks associated with each, to empower them in their financial decision-making.
• Stay abreast of the latest trends and regulations in the financial services industry to provide informed advice and services to customers.
• Collaborate with the finance department to streamline billing and payment processes, ensuring efficiency and compliance with financial policies and regulations.
• Performs other duties as assigned.

Requirements

• 2 to 3 years of experience in customer financial services, banking, or related roles
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field strongly preferred
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in simple terms.
• Proficiency in financial software and systems and Microsoft Office Suite.
• Detail-oriented with strong analytical and problem-solving abilities.
• Ability to handle confidential information with discretion and integrity.
• Customer-focused with a passion for delivering exceptional service and building positive relationships.
• Proficiency in English and an additional Language of either Japanese, Korean or Thai is required.

Please submit resume via - https://fedex.wd1.myworkdayjobs.com/FXE_APAC_External/job/FXE_APACSGPSGSINROFinance-Service-Centre/SG040X--Customer-Financial-Services-Specialist--Japanese-Korean-Thai-Speaking-_RC737878-1

Position : Customer Financial Service Representative

Location : Stationed in the FedEx APAC Financial Service Center, Singapore.

Responsibilities :

• Perform Collection and improve AR performance of APAC customers
• Engage internal & external customers (Sales, Operations, Dispute Research Team, Customer AP/Logistics/management, etc.) to resolve issues that prevent customer payment performance
• Following up with customer for payment via phone calls
• Assisting customer in resolving billing related issues
• Perform administrative tasks related to credit and collection

Requirements :

• Diploma or degree holder.
• Proficiency in written and spoken English.
• Proficiency in written and spoken Japanese language as candidate will be covering Japan market. (in order to liaise with the Japanese speaking associates)
• A team player with good customer service skills and results driven.
• Good planning, organizational, problem solving and communication skills are essential.
• Position required Japanese speaking agent

Job Highlights :

• Competitive remuneration package with attractive commission
• Excellent dual career path to Management or Specialist level
• Candidates with leadership qualities will be groomed to become Financial Services Managers
• Lifelong dedicated sales training and supporting team
• Allowance scheme and performance bonus to jump-start your career
• Flexible working hours including WFH
• Paid holiday incentive trips and awards for achievers

Job Responsibilities :

• Learn and understand various financial products
• Acquire and manage clients’ insurance portfolios
• Source and develop a network of high net worth clients
• Analyse and evaluate the client’s financial portfolio
• Conduct Financial Needs Analysis and recommend appropriate solutions
• Assist clients on their wealth accumulation and protection needs
• Provide recommendation to help clients meet their financial goals and needs
• Suggest legacy and estate enhancement plans
• Advice on business succession and continuity
• Build and maintain good relationship with clients

Job Requirements:

• A Level, Polytechnic Diploma or Bachelor’s Degree (preferred) in any field
• Loves interacting with people and willing to do sales
• Passionate, Resilient, Resourceful and Positive working attitude
• Entrepreneurial and self-driven
• Candidates without prior experience are welcome while financial sales experience are preferred (Intensive training and coaching will be provided for all required candidates)

Job Description

• Greet and welcome customers in a professional and friendly manner

• Answer all customer inquiries, both in-person and on the phone, in a timely and courteous manner

• Manage POS system

• Call regular customers for appointments

• Schedule appointments and maintain the appointment calendar

• Maintain accurate records of customer interactions and transactions

• Assist with customer complaints and provide appropriate solutions

• Update daily sales report

• Ensure that all cashiering functions are carried out in accordance with Spa accounting procedures.

• Any ad-hoc duties as assigned by direct superior

Job Requirements

• Candidates with experience in the Beauty & Wellness industry are preferred

• Pleasing and service oriented

• Ability to communicate in Mandarin to handle of inquiries, and feedback from Mandarin speaking customers

• Tele-marketing experienced will be an added advantage

Other Details

• Basic + High Commission + Incentive

• Competitive salary and benefits package

• Work location: Bedok

Before Service Prospecting – Proactively prepare for and make customer contacts.

• Create and work with customer calling lists
• Contact and call customers regarding current campaigns, to book next visit, offer repairs etc.
• Analyze Maintenance plans and make recommendations to customers
• Analyze remote diagnostics
• Record outcome of calls and visits
• Request and verify Maintenance plans

Before Service Sales – Contribute to services sales by analyzing customer needs and actively interact with them to find optimal solution.

• Listen to and identify customer needs
• Analyze Maintenance plan and recommend actions on deviations
• Perform trouble shooting according to checklists
• Give advice to customers
• Argue for suitable Maintenance solution
• Define the work to be done and create preliminary work order
• Book and organize customers workshop visits
• Check work order content and workshop resource planning
• Confirm that colleagues understands the work order
• Secure appointment with customer

Before Service Workshop scheduling - Contribute to the utilization of the workshop and its capacity by planning the work to be carried out.

• Create necessary time reservation
• Verify that resources are allocated for the work to be carried out
• Cooperate with other departments to coordinate all necessary work for the customer
• Contact and call 3rd party when necessary
• Arrange for sub supplier jobs
• Take part in and contribute to the daily pulse meetings
• Participate in workshop management weekly meeting

During Service Customer workshop care – Take care of customer during work to ensure satisfaction.

• Receive the customer upon arrival
• Verify content of appointment
• Take over the vehicle from customer
• Offer customer additional work and/or parts
• Continually communicate with customers in case of changes or problems
• Open the work order
• Handle customer requests

After Service Vehicle Return – Form long term relationships with customers when returning vehicle through clear and active communications.

• Close the work order
• Issue all necessary invoice
• Explain to the customer the work that has been performed
• Recommend additional work that may be required
• Book the next appointment
• Hand over the vehicle to customer
• Register customer feedback

Administrative support and coordination – at workshop level

• Respond to general administrative enquiries and clerical support.
• Prepare the allowances for the technicians.
• Administer employee files and records of benefits and allowances.
• Maintain financial files and records.
• Manage the filing, storage and safety of the documents.
• Perform other related duties as required.
• Assist with all visitor/customer visitations and directing them to the correct channels.
• Maintain a safe and clean reception area by complying with procedures, rules and regulations.
• Provide information on missed calls and information on messages/notes to relevant staffs in a timely manner.
• Contributes to team success by completing designated tasks.

Chan Chee Meng
EA 07C3069
R1110620

Salary: up to $5000

Working Days & Hours: Mon-Fri Office Hours

Location: Downtown

Job Description:

Responsible for Accounts Receivable and Accounts Payable functions including following up of collection

• Perform monthly closing of accounts including variance analysis against budgets and prior year
• Preparation of annual audited statutory accounts and regulatory reporting
• Prepare cash flow forecast and budget
• Prepare and submit GST and income tax returns
• Liaise and work with professionals in audit, tax and corporate secretarial functions

Job Requirements: Min LCCI/Degree in finance/accountancy w min 3 yrs of relevant experience, preferably in financial institutions

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

Salary: up to $4500 + 1m completion bonus

Job Duration: 1 year contract

Working Days & Hours: Mon to Fri 8.30am - 6pm

Location: Raffles Place

Job Description:

Manning the service hotline/email enquiries and service counter (office hours) for direct clients and financial advisors’ enquiries

Key Responsibilities

•Handle emails and phone calls enquiries such as account opening and general account / transaction-related enquires / issues

•Deliver excellent customer service, provide prompt and accurate advice to clients/advisors with the aim of achieving first call resolution

•To make following up calls/emails to customers/advisors on account opening applications /Transfer requests/3rd party payment

•Call verification to update client details, form amendments and reset password for accounts etc.

•Other ad-hoc admin and follow-up tasks assigned

•Attend to walk-in customer at our customer service centre

•Work closely with various departments and other CS team members

Job Requirements: Min Diploma/Degree in Business or similar with relevant customer service experience, preferably in financial institutions

Interested candidates, please submit your resume to: [email protected]

Ally Audrey Lok Xin Woon

Recruit Express Pte Ltd (Healthcare & Lifescience)

Company EA Licence number : 99C4599

Personnel EA License: R21102307

[email protected]

Job Responsibilities:

· Seated within the Digital cards team

· Oversee the end-to-end management of daily operations in the card acquisition process.

· Collaborate with internal teams to review and enhance existing processes and policies, aiming to improve the customer journey and reduce demand.

· Streamline and automate the card application and fulfilment process.

· Analyse the customer journey to gather requirements for automating campaign fulfilment and address all exception scenarios to minimize call volume.

· Handle and resolve customer exceptions related to onboarding and credit card applications.

· Lead the standardization of internal processes across acquisition fulfilment and drive efficiency through report automation.

· Conduct accuracy checks on daily, monthly, and ad-hoc reports, ensuring timely completion with zero errors.

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Degree in related discipline

· Minimum 2 years of relevant banking experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to [email protected]

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

Job Descriptions:

• Ensure smooth frontline operations, adhering to company guidelines, to enhance customer satisfaction.
• Monitor job progress and keep customers informed on repair/servicing status.
• Offer professional advice on necessary repair/service jobs.
• Manage all documentation, including costs, claims, and vehicle history files.
• Coordinate with other departments to meet customer needs.
• Update and notify customers about upcoming service due dates.
• Answer incoming phone calls and assist customers with inquiries.
• Perform additional duties as assigned by management.

Remarks:

• Car workshop working environment

JOBMATCH Recruitment Pte Ltd

License No: 17C8617

EA Registration No: R24122185

EA Personnel: Claudia Lim Pei Chen

60 Albert St, #10-09 OG Albert Complex, Singapore 189969

• Fresh graduates with some relevant exp in trade support work gained in banking or commodity trading will be considered.
• Or you are a trade support operations candidate with 1 to 3 years of relevant trade support experience
• Has exp doing MAS reporting
• Experience in Power & Gas, Env Products and Oil derivatives is advantageous but not necessary

Our client is a renowned commodity MNC with an international presence. It is looking to recruit for the following role in the operations department.

Financial Ops- Trade Support Role

• Trade validation
  • to ensure that all trades are accurately captured in ETRM
• Trade reporting
  • to keep abreast on latest reporting requirements set down by local authorities for OTC derivatives
  • to ensure compliant reports are sent to the authorities (eg MAS, ASIC) before the stipulated deadline
  • to trouble shoot and liaise with internal/external stakeholders in event of mapping or mismatched issues
  • to carry out User Acceptance Testing (UAT), if required
• Review and propose appropriate enhancements to streamline processes
• Any other tasks as directed by your line manager.

Technical qualifications and skills:

• Fresh graduates with some relevant exp in trade support work gained in banking or commodity trading will be considered. Or you are a trade support operations candidate with 1 to 3 years of relevant trade support experience
• Has the relevant experience doing compliance reporting sent to MAS
• Experience in Power & Gas, Env Products and Oil derivatives is advantageous but not necessary
• IT proficiencies on Excel Macro, VBA and any computer language will be an added advantage but this is not a must
• Ok to WFO 100% of the time in office (based in town)

Selling pts:

This co is a top notch MNC which is highly regarded in the commodity trading sector.

They offer excellent exposure and good variable bonus for a good performer.

To apply, pl send your cv in word doc to [email protected]. Pl also include details on your current salary, expected salary and notice period in your cv.

We regret to inform that only shortlisted candidates will be notified.

Posted by:

CAP Consulting (EA license: 14C7175)

Caroline Poh (EA Registration: R1105649)

Date ad is posted - 13 November 2024

Responsibilities:

• Informs the customer about service, price and deadline
• Supports tin the framework of accident damage
• Records customer and vehicle data for the customer database
• Ensure customer mobility (e.g. courtesy car, rental car, shuttle services, taxi, etc.)
• Issue courtesy and rental cars to customers
• Prepares and settles complete and detailed orders
• Checks availability of parts before the start of repairs
• Matches current workshop capacity with orders deadlines
• Other adhoc duties as assigned.

Requirement:

• At least 1 year of relevant work experience in customer service

Joy Yeow Zhi Qian

(CEI Registration No:R2096261)

Recruit Express Pte Ltd (EA Licence No: 99C4599)

Job Description

• Greet and welcome customers in a professional and friendly manner

• Answer all customer inquiries, both in-person and on the phone, in a timely and courteous manner

• Manage POS system

• Call regular customers for appointments

• Schedule appointments and maintain the appointment calendar

• Maintain accurate records of customer interactions and transactions

• Assist with customer complaints and provide appropriate solutions

• Update daily sales report

• Ensure that all cashiering functions are carried out in accordance with Spa accounting procedures.

• Any ad-hoc duties as assigned by direct superior

Job Requirements

• Candidates with experience in the Beauty & Wellness industry are preferred

• Pleasing and service oriented

• Ability to communicate in Mandarin to handle of inquiries, and feedback from Mandarin speaking customers

• Tele-marketing experienced will be an added advantage

Other Details

• Basic + High Commission + Incentive

• Competitive salary and benefits package

• Work location: Bedok

Location: Redhill

Working hours: 8.30am to 6.00pm (Mon-Fri); 8.30am to 12.30pm (Alt Sat)

Salary: Up to $3500 + incentive

Main Objectives of the role:

• Ensure premium service consulting tailored to the individual needs of each customer
• Manage the repair process
• Prepare and release invoices
• Boost sales through selling Aftersales products and services
• Loyalise customers and ensure customer satisfaction at any time
• Assist customers in Accident Reporting
• Other ad hoc duties assigned

Requirements

• Possess class 3 driving licence
• Prior experience in customer service in automotive industry is an added advantage

Interested applicants please send your resumes to [email protected]

Jessica Nguyen Huynh Thanh Truc

Recruiter (R23113787)

EA License No. 99C4599

We regret that only shortlisted candidates will be notified.

Responsibilities:

• Informs the customer about service, price and deadline
• Supports tin the framework of accident damage
• Records customer and vehicle data for the customer database
• Ensure customer mobility (e.g. courtesy car, rental car, shuttle services, taxi, etc.)
• Issue courtesy and rental cars to customers
• Prepares and settles complete and detailed orders
• Checks availability of parts before the start of repairs
• Matches current workshop capacity with orders deadlines
• Other adhoc duties as assigned.

Requirement:

• At least 1 year of relevant work experience in customer service

Joy Yeow Zhi Qian

(CEI Registration No:R2096261)

Recruit Express Pte Ltd (EA Licence No: 99C4599)

Job Description

The Service Advisor in the automotive industry acts as a bridge between customer and service department. They assess, suggest, schedule, and ensure customer satisfaction.

Core Responsibilities

• Prepare accurate accident repair estimates and provide a necessary supplementary estimate.
• Provide guidance and support to customers regarding vehicle maintenance and repair services.
• Possess the ability to troubleshoot basic vehicle faults and problems.
• Gather feedback and encourage customers to leave a good review.
• Conduct thorough Pre-Delivery Inspection (PDI) to ensure the quality of the vehicle before handover.
• Prepare servicing schedule, job card and daily status.
• Prepare Job Quotation for all O&A jobs requested by customer.
• Attend to customers’ need & requests.
• Updating of maintenance book (record all job history).

Skills, Experience & Qualifications

• Minimum of 2 years of experience as a Service Advisor/Customer Service role within the automotive industry.
• Good communication and interpersonal skills.
• Adapt to a fast-paced environment and be flexible with changing priorities.
• Proficient computer skills to manage customer information and process service orders.
• Primary/Secondary, GCE 'O'/'N', Nitec/Diploma/Degree

Benefits Summary:

• Company is in Automotive Servicing industry
• Permanent role
• Basic up to $ 2,600 + VB +Standby Allowance
• Monday to Friday: 08:30 AM - 05:30 PM, Alternate Saturdays: 08:30 AM - 12:30 PM
• Location: Sembawang

Responsibilities:

• Handle a diverse range of tasks, including 50% backend operations focusing on VIP customer management and 50% frontline duties.
• Uphold the Company's professional image by consistently displaying a positive and empathetic demeanor.
• Identify and address customers' inquiries and concerns promptly and accurately, offering appropriate solutions and guidance.
• Effectively manage customer complaints, ensuring timely resolution and follow-up to guarantee satisfaction.
• Collaborate closely with internal and external stakeholders such as customers, contractors, and workshops.
• Generate quotations and raise Work Orders as required, facilitating smooth workflow processes.
• Coordinate the allocation of job orders to workshops and contractors, ensuring efficient service delivery.
• Maintain communication with controllers and contractors to oversee service and repair quality, as well as pricing.
• Monitor and follow up on vehicle service and repair progress, providing updates and feedback to customers.
• Manage service/repair schedules and vehicle collection arrangements in coordination with customers.
• Conduct basic investigations into customer complaints, proposing recommendations within established guidelines.

Additional Information:

• Relevant customer service / administrative / support function experience
• MS Office Skills
• Familiar with CRM system advantageous
• Attentive, adaptable, and responsible with good communication skills

Please submit your updated resume by using the APPLY NOW BUTTON

By submitting your personal data and/or resume to us in connection with your job application, you will be deemed to have agreed and consented to us in collecting, using, retaining, and disclosing your personal data and/or resume to prospective employers for the purpose of the evaluating, processing and administration by company relating to this job application.

*We regret to inform that only shortlisted candidates would be notified*
We wish you all the best in your career search.

You are welcome to visit our website at http://www.rkgroup.sg/

RK Recruitment Pte Ltd | EA License No.: 20C0280

TEH CHEE HONG | EA Personnel No.: R24121499

Passionate About Home Décor? We're Looking for You!

Location: Jurong, Orchard

Who We Are:Transforming homes with a perfect blend of style, comfort, and practicality is our passion. From luxurious bed linens to trendy home organizers, we specialize in creating spaces that feel as good as they look. Be part of a dynamic environment where your love for home décor meets your career aspirations!

Your Role:

• Sales: Engage with customers, understand their preferences, and recommend products that enhance their living spaces with a touch of elegance.
• Visual Merchandising: Keep the display areas refreshed, well-organized, and visually appealing. Make our department store counters a must-visit spot!
• Customer Service: Offer seamless support for customer inquiries and purchases, ensuring a memorable shopping experience.
• Sales Driven: Play an essential role in achieving store targets by contributing to sales growth through product recommendations and upselling.

What We're Looking For:

• Experience: You’ve got at least 1 year under your belt in retail or customer service and thrive in a fast-paced setting.

Why You’ll Love This Opportunity:

• Career Path: Unlock the potential for growth and promotions within a company that values your contribution.
• Friendly Team: Collaborate with a supportive team where everyone's voice matters.
• Exclusive Discounts: Enjoy perks with access to discounts on all our fashionable home products to spruce up your own space!

If you're enthusiastic about home design and ready to elevate spaces with style, we’d love to hear from you! Apply now and start shaping beautiful homes with us.

Take the Next Step in Your Retail Career – Apply Today!

EA Personnel R22110043 Tan Eng Kang

EA License 21C0430 A Dreamworks Company Pte Ltd

• 5.5 Alternate Saturday
• Location: Central
• Basic + Commission up to $4k
• Location: Central

Job Scope:

• Serve as the primary liaison between customers and the service department, ensuring a smooth and efficient experience.
• Provide expert advice and information regarding vehicle services, repairs, and maintenance.
• Schedule service appointments and coordinate with the workshop to ensure timely service delivery.
• Communicate updates to customers regarding the status of their vehicle repairs or services.
• Resolve customer inquiries and concerns in a professional and timely manner.
• Ensure accurate documentation of service orders, customer details, and vehicle information.
• Offer additional automotive services and products based on customer needs.
• Work closely with mechanics and technicians to ensure customer expectations are met.

Requirement:

• Diploma or equivalent qualification in a relevant field.
• Prior experience in a customer service role, preferably in the automotive industry.
• Strong communication and interpersonal skills.
• Knowledge of automotive systems and services is a plus.
• Candidate with non-relevant experience but passionate & knowledge about car is welcome to apply (Training provided).

To Apply, kindly click on the "APPLY NOW" button.

We regret that only shortlisted candidates will be notified.

Staffking Pte Ltd (20C0358) | Chong Kar Ming (John) (R21101412)

• Well Established Company
• Basic $ 2400 - $ 3500 + Variable Bonus
• Excellent Welfare and Benefits + Career progression
• Working location: Ubi
• Working Days/ Hours: Mon – Fri (8am-7pm) / Alternate Sat (8am-1pm)

Responsibilities:

• To ensure overall customer satisfaction with Xpeng aftersales service.
• To execute the core processes for Xpeng service activities.
• To oversee and supervise the work of the team's technicians and ensure that they work in an efficient and professional manner.
• To liaise with other departments in ensuring that customers' needs are met; on-time delivery, customer treatment, quality of repair, reasonable cost, etc.
• To provide initiative to ensure smooth and efficient operations.
• Other duties as and when assigned.

Job Requirement:

• Possess minimum Nitec in Automobile Engineering with 2-3 years of relevant experience
• Possess valid Class 3 driving license is compulsory

Candidates are encouraged to apply this position via Apply Now button with the following information in the resume

• Work experiences and job responsibilities
• Current and Expected salary
• Reason for leaving
• Date of availability
• Education background

We regret that only shortlisted candidates will be contacted.

CHENG JAU WEI (R23115788)

EA Recruitment Pte Ltd

EA License No: 21C0492

Looking for Financial Enthusiasts to join our team. Leads will be provided to you!

If you have a passion for finance or interested to see how the finance industry is like,

we want to hear from you! You will play a vital role in helping our clients achieve their

financial goals!!

Previous work experience is not mandatory; we warmly welcome candidates of all

experience levels.

What we offer:

• 1 to 1 mentorship will definitely be provided by experienced professionals with up to 20 years’ experience.
• Gain comprehensive knowledge in personal finance, investments in various asset classes.

You will learn how to:

• Analyse and manage client’s financial portfolio.
• Providing advice based on clients’ financial and protection needs.
• Acquisition of new clients and maintaining relationships with existing clients
• Learn and adopt new plans to enhance the client’s financial portfolio through insurance, savings, and investment.

Requirements:

• Currently pursuing a diploma/degree or graduated with either.
• 21 and above (Regulatory requirement)
• Relevant certifications and licenses are a plus. (Not compulsory)
• Exceptional interpersonal and relationship-building skills.
• Results-driven and committed to delivering excellent client service.

Benefits:

• Up to $5,000 monthly basis allowance with attractive performance-based incentives such as commission and overseas trips
• Joining bonus is provided as well!
• Work-life balance; flexible working hours
• A vibrant & supportive team environment

Looking for Financial Enthusiasts to join our team. Leads will be provided to you!

If you have a passion for finance or interested to see how the finance industry is like,

we want to hear from you! You will play a vital role in helping our clients achieve their

financial goals!!

Previous work experience is not mandatory; we warmly welcome candidates of all

experience levels.

What we offer:

• 1 to 1 mentorship will definitely be provided by experienced professionals with up to 20 years’ experience.
• Gain comprehensive knowledge in personal finance, investments in various asset classes.

You will learn how to:

• Analyse and manage client’s financial portfolio.
• Providing advice based on clients’ financial and protection needs.
• Acquisition of new clients and maintaining relationships with existing clients
• Learn and adopt new plans to enhance the client’s financial portfolio through insurance, savings, and investment.

Requirements:

• Currently pursuing a diploma/degree or graduated with either.
• 21 and above (Regulatory requirement)
• Relevant certifications and licenses are a plus. (Not compulsory)
• Exceptional interpersonal and relationship-building skills.
• Results-driven and committed to delivering excellent client service.

Benefits:

• Up to $5,000 monthly basis allowance with attractive performance-based incentives such as commission and overseas trips
• Joining bonus is provided as well!
• Work-life balance; flexible working hours
• A vibrant & supportive team environment