Financial Advisor / Planner (Good Basic + High Comm, Central)

OakTree Consulting| Date Posted: 18-Jun-2019
EA Licence No: 06C4642|EA Personal Registration No: R1110624
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

 

-Provide analysis and evaluation of clients financial status
-Provide recommendation to clients on financial solution in insurance and wealth management
-Building long-term relationships with clients
-Stay updated with market trends
-Regular reviews on existing clients, financial goals and achievements
-Process documents promptly to ensure agreed solutions, etc

 


Requirements:

 

-'A' / Diploma / Degree 
-With or without experience (Training provided)
-Independent, outgoing & a good team player
-Positive learning attitude and well organised

 

Please submit resumes to [Click Here to Email Your Resume] with the following details in MS Word format:
- Position applying for
- Current remuneration
- Expected remuneration
- Notice period
 


Jeffrey Chua Kay Hwee
EA License No : 06C4642
EA Reg No : R1110624
 


We regret that only shortlisted candidates will be notified.
 

Company Overview
OakTree Consulting