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Manager, Financial Services at Advisors' Clique - ACDC

Manager, Financial Services

Advisors' Clique - ACDC Outram Permanent

Company Overview

About our principal – Great Eastern Financial Advisers

Great Eastern Financial Advisers Private Limited (GEFA) is a wholly-owned subsidiary of Great Eastern Holdings Limited and is a member of the OCBC Group and is licensed under the Financial Advisers Act to provide financial advisory services. As a licensed Financial Adviser, GEFA brings together a suite of insurance solutions and wealth management opportunities for the client.

About Our Distribution Group

Advisors' Clique is a group of financial Consultants representing Great Eastern Financial Advisers Private Limited (GEFA), a successful group with a strong culture and unique identity. Having come a long way, our agency group continue to evolve and expand. As generation after generation of new members are recruited, it became evident – “to leave a legacy by paying it forward” was a common desire.

 

Job Title: Manager, Financial Services

Job Highlights: 

            Provide advice to clients on their financial portfolios

            Establish good relationship with clients

            Regular review of financial plans for existing and new clients.

            Provide recommendation to clients on wealth accumulation and legacy planning

            Engage in recruitment activities

            Create positive culture within the group

JOIN US if you enjoy:

            Chance to gain knowledge in financial services industry without relevant qualification 

            Enhance knowledge in financial advisory products

            Fun and vibrant work environment

            Work-life balance

            Attractive commission packages

            Strong leadership quality

            Great interpersonal skills

            Team support

What you will gain: 

            Analyse and generate executive financial reports

            Sponsorship on 4 Capital Markets and Financial Advisory Services (CMFAS) exam*

            Develop and maintain strong relationships with clients

            Ability to evaluate individual financial position

            Ability to recommend suitable financial product to client

Requirements:

            Min qualification: ‘A’ Level or local Diploma or Degree in any field

            Min twenty-one years old (Regulatory Requirements)

            Singaporean and Singapore PR 

            Good personality with excellent communication and interpersonal skills

            Proven ability to work independently and under pressure

            Excellent organization and time management skills

            2 years and above in financial/banking services

*Terms and conditions apply

To contact us, please email to [ Email address blocked ]

Please note that, only shortlisted candidates will be notified.

                      

 

 

DRC/REC/2022/2712/62

Recommended Skills

  • Accounting
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  • Capital Markets
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