Financial Services Consultant

SP-IvanNg-WilliamNg | Date Posted: 17-Dec-2018
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Job Nature:
Position Level:
Entry Level, Experienced
Diploma, Bachelor's / Honours

Job Description

Job Responsibilities:

  • Network, develop and maintain new and existing clients
  • Schedule periodic meetings with prospects and clients to conduct financial portfolio reviews
  • Ensure a positive client experience by following-up and resolving customer service-related issues in an appropriate and timely manner
  • Provide comprehensive financial planning for customers
  • Comply with all regulatory and industry training requirements



  • Singaporeans Only
  • With or without experiences are welcome to apply (Training Provided)
  • Minimum with Diploma/ Degree in any field or equivalent
  • Willing to travel
  • Candidates with or have knowledge in Business Finance or Business Management background to understand the economic market trend in investment will be an added advantage
  • Self-motivated, disciplined and result oriented
  • Strong Communication and leadership quality
  • Excellent business acumen and keen eyes for detail
  • Good interpersonal skill and able to relate with people of all levels
Company Overview