Financial Consultant

Alvin Chan & Associates| Date Posted: 23-Jun-2019
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
Diploma, Bachelor's / Honours, Masters / PhD

Job Description

 

  • Immediate Vacancy
  • Professional Development
  • Attractive Remuneration Package and Benefits

We are looking for a suitable candidates to be trained as a Financial Consultant. We believe the work a Financial Consultant does can positively impact any individual, their family and their future.

We are looking for a positive and pleasant individual who is hardworking and responsible who desires a career change or a switch from what they have previously studied.

If you are enthusiastic about value creation for your clients, we would like to have a career discussion with you.

 

Responsibilities:

  • Client acquisition and servicing
  • Provide financial planning services to clients and prospects
  • Establishing client's financial objectives
  • Recommendation of (insurance, endowments, and investments) solutions to clients
  • Implementation of client's preferred solutions
  • Review and servicing of client's savings and protection needs

 

Requirements:

  • At least 21 and above (as per MAS requirements)
  • Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent 
  • Singaporean/ Singapore PR
Company Overview
Alvin Chan & Associates