Total 4 Fresh/Entry Level financial planner job vacancies in Customer Service category in Singapore

Work-life balance, essential financial knowledge, attractive remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Job Description:

We are seeking an eager, motivated Immigration Financial Advisor to join our growing and unique organization. In this position, you will be given the unique opportunity to gain the knowledge and experience required for Immigration Financial Advisor under direction of experienced personnel. Comprehensive training will be provided upon recruitment. The ideal candidate will be open to learning new things and gaining various experiences.

Candidate should meet the minimum criteria:
● Diploma and above (Local/Private)
● Any University Degree (Local or Overseas)

Job Scope:
● Assist clients who are in the middle of relocating businesses, or renewing Re-Entry Permit with financial advice and planning.
● Speaking to expats regarding financial matters for the purpose of immigration.
● Provide a broad range of insurance to investment solutions and products to help meet client goals and offer in-depth guidance through Financial Planning
Services.
● Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
● Meeting new people all the time and enjoying working with people from all walks of life.

What we can offer:
● Comprehensive 1-on-1 Training
● High Commissions and Bonus structure
● Yearly incentive trips (company fully sponsored)
● Unlimited earning potential
● Fast Track career progression
● Friendly Work Environment
● Not the conventional financial services company

Who are we looking for?
● Motivated individuals
● Energetic
● Self-driven
● Resilient
● Relevant experience will be advantageous

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

Job Type: Full-time

Salary: $3,000.00 to $7,000.00 /month (depending on experience)

Benefits:
Flexible schedule
Professional development

Supplemental pay types:
Commission pay
Performance bonus
Yearly bonus

Interested applicant may Whatsapp at 88098851 with your latest resume.

*Only shortlisted candidate will be contacted. Thank you.

Job Description:

We are seeking an eager, motivated Immigration Financial Advisor to join our growing and unique organization. In this position, you will be given the unique opportunity to gain the knowledge and experience required for Immigration Financial Advisor under direction of experienced personnel. Comprehensive training will be provided upon recruitment. The ideal candidate will be open to learning new things and gaining various experiences.

Candidate should meet the minimum criteria:
● Diploma and above (Local/Private)
● Any University Degree (Local or Overseas)

Job Scope:
● Assist clients who are in the middle of relocating businesses, or renewing Re-Entry Permit with financial advice and planning.
● Speaking to expats regarding financial matters for the purpose of immigration.
● Provide a broad range of insurance to investment solutions and products to help meet client goals and offer in-depth guidance through Financial Planning
Services.
● Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
● Meeting new people all the time and enjoying working with people from all walks of life.

What we can offer:
● Comprehensive 1-on-1 Training
● High Commissions and Bonus structure
● Yearly incentive trips (company fully sponsored)
● Unlimited earning potential
● Fast Track career progression
● Friendly Work Environment
● Not the conventional financial services company

Who are we looking for?
● Motivated individuals
● Energetic
● Self-driven
● Resilient
● Relevant experience will be advantageous

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

Job Type: Full-time

Salary: $3,000.00 to $7,000.00 /month (depending on experience)

Benefits:
Flexible schedule
Professional development

Supplemental pay types:
Commission pay
Performance bonus
Yearly bonus

Interested applicant may Whatsapp at 88098851 with your latest resume.

*Only shortlisted candidate will be contacted. Thank you.

Job Description:

We are seeking an eager, motivated Immigration Financial Advisor to join our growing and unique organization. In this position, you will be given the unique opportunity to gain the knowledge and experience required for Immigration Financial Advisor under direction of experienced personnel. Comprehensive training will be provided upon recruitment. The ideal candidate will be open to learning new things and gaining various experiences.

Candidate should meet the minimum criteria:
● Diploma and above (Local/Private)
● Any University Degree (Local or Overseas)

Job Scope:
● Assist clients who are in the middle of relocating businesses, or renewing Re-Entry Permit with financial advice and planning.
● Speaking to expats regarding financial matters for the purpose of immigration.
● Provide a broad range of insurance to investment solutions and products to help meet client goals and offer in-depth guidance through Financial Planning
Services.
● Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
● Meeting new people all the time and enjoying working with people from all walks of life.

What we can offer:
● Comprehensive 1-on-1 Training
● High Commissions and Bonus structure
● Yearly incentive trips (company fully sponsored)
● Unlimited earning potential
● Fast Track career progression
● Friendly Work Environment
● Not the conventional financial services company

Who are we looking for?
● Motivated individuals
● Energetic
● Self-driven
● Resilient
● Relevant experience will be advantageous

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

Job Type: Full-time

Salary: $3,000.00 to $7,000.00 /month (depending on experience)

Benefits:
Flexible schedule
Professional development

Supplemental pay types:
Commission pay
Performance bonus
Yearly bonus

Interested applicant may Whatsapp at 88098851 with your latest resume.

*Only shortlisted candidate will be contacted. Thank you.