You’re being taken to an external site to apply.
Enter your email below to receive job recommendations for similar positions.
Financial Planner
- Flexible working options
- Leadership Role
- Personal and professional development
Our Client is now a successful group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), with a strong culture and unique identity.
The Job
You will be responsible for :
- Financial planning strategies to optimize clients' portfolio, client servicing and personal + professional growth opportunities.
- Developing and managing a portfolio for Clients.
- Ensuring high levels of customer satisfaction.
- Coordinating pre-sales and post-sales follow up.
- Monitoring market trends.
- Resolving customer inquiries and requests and ensuring strong customer satisfaction.
Ideal Candidate
Requirements :
- Responsible individual with a positive and coachable mindset
- Willing to learn attitude
- Believer of Financial Planning
- Minimum full certificate in GCE “A” level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
- You are a self-starter and demonstrate a high level of resilience
- You are highly goal driven and work well in fast paced environments
- You possess excellent interpersonal as well as written and verbal communication skills.
- You are adaptable and thrive in changing environments
Ref: J9EUWAEAYS
Recommended Skills
- Accounting
- Financial Services
- Financial Statements
- Investments
- Reconciliation
- Taxation
Help us improve Jobscentral by providing feedback about this job:
Job ID: J9EUWAEAYS
Jobscentral TIP
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.
By applying to a job using Jobscentral you are agreeing to comply with and be subject to the Jobscentral Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.