Financial Consultant (Asset Management)

Cass Naomi Poh & Associates| Date Posted: 22-Jan-2021
Save Job
Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description


Is your job affected by this pandemic?

There are only a few industry that remains unaffected and yet strive during this trying period.

Financial Advisory industry is 1 of them.

We are looking for ambitious, self motivated and disciplined candidates to join our company and get the opportunity to earn up to 6 figure income!

Who are we:

We are from Cass Naomi Poh Organisation, a multiple awards winning agency representing Axa Insurance Singapore. Our agency has a very healthy mix of senior consultants with vast experience in this trade, as well as junior consultants. By taking a holistic approach in helping clients to manage their assets and liabilities, all our consultants are well equipped to help clients and their families to secure their wealth management and risk protection needs.

We are very selective in our criteria because we want to bring out the best in the candidate. We will assess your suitability for the industry and team using a profiling tool. If you think you are the right candidate for this industry, we would like to meet you.

Job scope:


  • Risk management & wealth planning of financial products for prospective clients using various investment, retirement, savings and insurance tools
  • Reviewing and servicing of client's financial portfolios

Rumneration Package & Benefits:


  • Extra allowance of up to 24 months for selected candidates
  • Career advancement opportunity into management within 2 years
  • Friendly and supportive working environment
  • Personal mentorship and coaching
  • Overseas trips will be awarded to candidates with proven results
  • Multiple leads generation platforms


  • Applicants must be located in Singapore
  • Able to work Full Time
  • Min 21 years old and above (Regulatory Requirement)
  • Local Diploma in any field or GCE A Levels
  • Able to speak both English and Mandarin
  • Experience not necessary as training will be provided
  • Good knowledge of banking, wealth management & insurance products is an added advantage
  • Fresh Graduates are welcome to apply
  • Air Stewardess/Steward, Teachers, Accountants, Engineers, Auditors and those from the hospitality industry are also welcome to appy if you are contemplating a mid-career switch.

Interested candidates are invited to apply online via APPLY NOW button below.


We regret to inform only shortlisted candidates will be notified.


Company Overview
Cass Naomi Poh & Associates