Fresh Grad Welcome | Financial Wealth Planner

THE ADVERTISER | Date Posted: 24-Dec-2018
EA Licence No: 17C8690 | EA Personal Registration No: R1770664
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Job Nature:
Permanent, Internship
Position Level:
Entry Level, Student Job
'A' Levels, Diploma, Bachelor's / Honours

Job Description

"From Client"

Have you ever considered working in the financial industry without hunting for clients so badly?

Road show?

Door to Door?

Street Canvassing for survey?



              No way… Neither we!

Here’re some pointers!

We WILL NOT DO such a LMAO way!

Then how to generate leads? Aiya, leave it to the manager and director lah hor.


Who Are We?

Lamer, Joker, Nonsensical, Drinker, Chill-er?

The crappier the jokes, the better they are!  
The lame and sarcastic the jokes, the more roll eyes you will receive! 
The more zi siao, this one you ah ga ah ga jiu hao.

OH WAIT! Professional also lah of cos! I mean we gotto be professional when it comes to work isn’t it, BU SHI MA?!

Uh HUH! Ethical too!

Let’s be serious in the CHIL CHILL WAY

Basically we are founded on 2017, with a group of about 40 employees between the ages of 21 - 28. STILL GROWING~ TRYING BEST TO GROW STRONGER.

We are a vibrant community with a strong core emphasis of knowledge to bridge the gap between our vision and tough competition. 

We believe in grooming next generation of leaders to be more adept in using financial knowledge to better people's lives. Well versed in core competencies in Funds,

If you’re analytical, meticulous and love challenge, we’d like to meet you. OH YEAH, right ATTITUDE is a MUST! Otherwise….. GG!  =D


Your Responsibilities – WORK HARD! PLAY HARD! TRAVEL HARD!


●      Analyze clients’ financial statuses (e.g. income, expenses and liabilities)

●      Examine and suggest financial opportunities (e.g. investments, property, education)

●      Develop sound plans and budgets for clients

●      Customize financial plans according to clients’ changing needs

●      Help clients implement their plans and carry out transactions

●      Present and sell suitable financial products and services

●      Find and approach prospective clients

●      Build strong relationships to retain existing clients

●      Maintain updated knowledge of regulations, practices and financial products



●      Ability to analyze financial information and comply with regulations

●      GCE ‘A’ Levels, Local Diploma or Degree in any field of study

●      Strong ethics, with a customer-oriented attitude

●      Outstanding communication skills, with the ability to foster long-term relationships

●      Ability to perform under stress and tight deadlines


Don't say Bojio.. Submit your application to RSVP instantly! BYEEEEEEEE or CYAAA?