Total 4 financial planner job vacancies in Others category in d08 little india

Job Highlights

· Build relationships with clients

· Career Advancement

Job Responsibilities

Acquire and manage a pool of clients’ investment portfolios

· Understand clients’ financial objectives and investment requirements

· Provide information and comparisons for clients to make informed decisions

· Building and maintaining long-term relationship with clients

· Developing own network with new and existing clients

· Assist clients on their wealth accumulation and protection needs

· Provide recommendation to help clients meet their financial goals and needs

Job Requirements (MAS)

· At least 21 years old

· A full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent

· Driven and ambitious to succeed

· Highly Client-focused and people-oriented

· Candidates with sales & investment experience will be highly preferred.

· Candidates with experience will be considered for a senior role

If you're looking for a job that combines your analytical skills with the ability to connect with people and help them plan for their future, then we have the perfect opportunity for you. With this role, you can use your strengths to help individuals with their future planning and make a meaningful impact in their lives.

Perks

- Get paid while learning

- Personality profiling to enable future career success

- Pairing of mentor base on individual learning style for learning effectiveness

- Excellent Credential for a strong functional resume

- Lots of freedom to plan on working schedule

- Opportunities for Permanent Role and Fast Track Career Path

Job Scope

- Learning the Fundamentals of the Financial Services Industry

- Analyze and curate financial portfolios

- Assisting the team in creating presentations

- Plan and assist in networking events

Requirements

- Local diploma or A levels

- Undergrads are welcomed

- 21 years old and above (Guys must complete NS before applying!)

- Singaporean/PR only

- No work experience required

- Strong willingness to serve, learn & grow

- People orientated personality

- Highly motivated, determined with strong integrity

• We are looking for the Energetic and pro active Financial advisor for our esteemed compan
• provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionalsProven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
• Track record of successful financial guidance
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems

If you are highly motivated, love to help others, hardworking and approachable, you are the one we are looking for!

What we offer!

• Strong Mentorship with 1 to 1 Guidance
• Flexible and Customized Startup Programme
• Learn to analyse, evaluate and provide valuable advice to family and friends
• Annual overseas trips (conventions, planning conference, etc.)
• Flexible working hours
• A high monthly Basic + Incentives!

Requirements

• Min 21 years old (Guys must complete NS before applying!)
• Strong willingness to serve, learn & grow
• People orientated personality
• Highly motivated, determined with strong integrity
• Local Diploma Graduates / GCE A Levels Graduates
• No work experience required
• Singaporean / PR

Join us and we will grow as a team, our cohesive culture will support and unleash your true potential!

It’s time to realise your worth!