Total 2 job vacancies by Connectingpotentials

Responsibilities:

• Ensure the accuracy and organization of corporate records and documents by managing files.
• Perform basic accounting and bookkeeping duties.
• Manage and coordinate the professional and personal schedules of Financial Consultants.
• Need to be willing to cold-call clients for scheduling.

Benefits of joining us:

• Open concept layout office located walking distance to Novena MRT.
• Surrounded by various amenities such as shopping malls.
• Exposure to the financial industry.
• No sales required

Role Requirements:

• Part-time or full-time position available, flexi start date
• Basic knowledge of Word, Google slides and Spreadsheets.
• Good time management and organisation skills.
• Good communication and interpersonal skills.
• Ability to work well in a team setting.

Roles and Responsibilities
• Develop individualised financial advice based on clients’ financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:
• Different proven platforms to be given to kickstart and advance in your career.
• Not needed to approach own family members or friends to generate leads.
• Provide 1 to 1 mentorship.
• Extensive training provided by professional trainers to help you develop your knowledge and soft skills.

Eligibility
• Minimum 21 years of age
• Minimum diploma awarded by a Polytechnic in Singapore or equivalent
• Good interpersonal and communication skills.
• Committed, driven and eager to succeed.