Snaphunt Pte Ltd

Financial Planner

Snaphunt Pte Ltd| Date Posted: 16-Oct-2020
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Job Nature:
Permanent
Position Level:
Entry Level
Qualification:
'N' Levels / 'O' Levels, Diploma, Bachelor's / Honours

Job Description

 

The Offer

  • Join an established financial services agency
  • Opportunity for fresh graduates to gain knowledge on financial stability
  • Excellent career progression path

 

The Employer

 

Our client is an insurance-based financial services agency that provides services for wealth accumulation, protection and distribution needs. They have built a strong community of individuals with a common purpose of helping their clients be financially free.

 

The Job

 

In this role, you will be in regular communication with clients to help them achieve their goals while being compliant with MAS and insurance regulations. You will be responsible for :

 

  • Always being on top of latest trends through market research and analysis on investment and money markets to provide clients with the best opportunities. 
  • Assessing clients' needs and goals and analysing their current financial status to provide a holistic view. 
  • Understanding the pros and cons of the solutions recommended to clients that can accurately address their needs and goals. 
  • Executing strategies and handling paperwork on behalf of clients
  • Monitoring accounts to keep yourself informed and updated on your clients’ changes in circumstances. 
  • Researching investment opportunities to present alternative income sources

 

The Profile

 

  • You possess at least an A'level certification or diploma/degree in any field.
  • Prior knowledge in Insurance and Financial Planning will be an added advantage
  • You possess critical thinking skills and enjoy solving problems.
  • You are empathetic and customer oriented.
  • You have excellent communication and negotiation skills.

 

Ref : 70865041 

Company Overview
Snaphunt Pte Ltd