Financial Planner, Manager

MDE Capital Consultancy| Date Posted: 9-Nov-2020
Save Job
Job Nature:
Permanent, Project Basis
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Job Highlights

  • Mentorship and training provided
  • Fast track career progression


Job Description

  • Understand needs of clients and review clients’ portfolios
  • Recommend appropriate solutions to meet clients’ goals
  • Build long-term relations with clients
  • Able to meet/exceed pre-determined KPIs set


Knowledge and Skills Required

  • Ability to pick things up fast
  • Adaptable
  • Minimum of 21 years old
  • Minimum full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent
Company Overview
MDE Capital Consultancy