Snaphunt Pte Ltd

Financial Consultant Trainee

Snaphunt Pte Ltd| Date Posted: 5-Aug-2020
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Job Nature:
Position Level:
Entry Level, Experienced
Job Category:
'N' Levels / 'O' Levels, Diploma, Bachelor's / Honours

Job Description

The Offer

  • Opportunity for fresh graduates to gain exposure in a leading financial advisory
  • Potential promotion to full fledged consultant based on performance
  • Regular in-house and external trainings

The Employer

Our client is a leading pioneer in independent financial advisory in Singapore. They cover multiple platforms and have an open service model that allows their clients to have a clear visibility of their portfolio and investment choices. They aim to redefine traditional financial planning by empowering their advisors with new-age technologies to deliver well-time market advice.


The Job


You will be responsible for:

  • Understanding and applying product knowledge for wealth/financial planning
  • Product comparison of different financial plans 
  • Understanding and applying financial plan construction and investment portfolio construction for clients 
  • Learning and applying foundations on prospecting, marketing and sales 
  • Building costing model to sustain the financial advisory business 
  • Shadowing the Manager to learn how knowledge is being applied to clients

The Profile


  • You have at least a Diploma in any field.
  • You are a strong network and relationship builder.
  • You are a strong team player and willing to learn
  • You are result driven and able to work well in fast-paced environments
  • You are a self-starter and demonstrate a high level of resilience

Ref :38790107

Company Overview
Snaphunt Pte Ltd