Wealth Affinity Group

Financial Services Consultant

Wealth Affinity Group Date Posted: 7-Feb-2018

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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
Diploma, Bachelor's / Honours, Masters / PhD

Job Description

Job Responsibilities:

  • Acquire and manage a pool of clients’ financial portfolios
  • Building long-term relationship with clients
  • Assist client on wealth accumulation and protection
  • Provide recommendation to meet clients’ financial goals and needs


Job Requirements:

  • At least 21 years old (as required by MAS)
  • Full certificate in International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent
  • Enthusiastic, strong integrity, self-motivated and outgoing personality
  • Candidates with experienced are preferred

 

Benefits:

  • Performance-based incentives such as allowance, commission and overseas trips*
  • Friendly and supportive working environment
  • Recognition will also be given to top performers
  • Candidates with management potential will be given the opportunity to manage a group of financial consultants
  • Become an entrepreneur

Job Responsibilities:

  • Acquire and manage a pool of clients’ financial portfolios
  • Building long-term relationship with clients
  • Assist client on wealth accumulation and protection
  • Provide recommendation to meet clients’ financial goals and needs


Job Requirements:

  • At least 21 years old (as required by MAS)
  • Full certificate in International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent
  • Enthusiastic, strong integrity, self-motivated and outgoing personality
  • Candidates with experienced are preferred

 

Benefits:

  • Performance-based incentives such as allowance, commission and overseas trips*
  • Friendly and supportive working environment
  • Recognition will also be given to top performers
  • Candidates with management potential will be given the opportunity to manage a group of financial consultants
  • Become an entrepreneur

Company Overview

Wealth Affinity Group
Wealth Affinity Group
Wealth Affinity Group strongly believes that every individual has a potential to become successful and helping unleash this potential is one of our commitment to everyone who becomes a part of our company. As a firm destined to be one of Asia’s top wealth consulting group, we give extreme importance to the professional and personal advancement of each member of the Wealth Affinity Group family. Training and coaching are constantly provided to sustain every employee’s continuous education that proves beneficial not just for the company’s clientele, but also for all employees. Our goal is to help people live better lives through financial independence — and this is something we desire both for our clients and for our employees.