Entry Level Welcome | Financial Consultant

Reich Consultancy | Date Posted: 9-Sep-2018
EA Licence No: 17C8690 | EA Personal Registration No: R1770664
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Job Nature:
Permanent, Contract
Position Level:
Entry Level, Student Job
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

About Client

Founded in 2017, with a group of 25 employees between the ages of 21 - 28. They are a vibrant community with a strong core emphasis of knowledge to bridge the gap between our vision and tough competition. 

The company believes in grooming next generation of leaders to be more adept in using financial knowledge to better people's lives. Well versed in core competencies in Funds, They aim to help their clients achieve their targeted financial goals with their financial concepts which had been successful in helping our client achieve their intended financial objective with proven track records.


Client are looking for a Financial Planner to help clients manage their finances. You will be their clients’ trusted advisor in areas including investments, cash flow, savings and debt management.

Their financial planner should be an effective communicator with experience in financial planning and business development. If you’re analytical, meticulous and customer-oriented, they’d like to meet you.

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

How are they different?

There is NO roadshow
There is NO door to door knocking
There is NO on street canvassing for survey

The Director & Manager will be the one generating all the quality leads and those leads will be given out to their people!

Your roles are all about meeting clients!


Responsibilities

●      Analyze clients’ financial statuses (e.g. income, expenses and liabilities)

●      Examine and suggest financial opportunities (e.g. investments, property)

●      Develop sound plans and budgets for clients

●      Customize financial plans according to clients’ changing needs

●      Help clients implement their plans and carry out transactions

●      Present and sell suitable financial products and services

●      Find and approach prospective clients

●      Build strong relationships to retain existing clients

●      Maintain updated knowledge of regulations, practices and financial products


Requirements

●      Ability to analyze financial information and comply with regulations

●      Diploma or Degree in Business/Finance/Economics/Marketing/Communications/Engineering or equivalent 1-2 years’ experience in relevant field of study

●      Strong ethics, with a customer-oriented attitude

●      Outstanding communication skills, with the ability to foster long-term relationships

●      Ability to perform under stress and tight deadlines

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Interested applicants, please write in with detailed resume in MS Words format.

EA License Number:17C8690
Please Provide:

1) Availability

2) Current/ Expected salary

3) Reasons for leaving previous employments

We regret that only shortlisted candidates will be notified.