Personal Financial Planner

Confidential| Date Posted: 16-Jul-2020
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Job Nature:
Permanent
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Responsibilities:

  • Learn to advise clients on the best way to achieve their needs and objectives
  • Build up your network of potential clients, building rapport and maintaining good business relationships with them
  • Assists clients in managing their wealth and retirement and offer relevant and timely advice on possible solutions to achieve their goals
  • Plan, construct and execute a customized concrete and progressive solution to cover and meet all areas of clients’ objectives to within the agreed timeline

Requirements:

  • Minimum full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent
  • Minimum of 21 years old
  • Prior sales experience preferred but not mandatory
  • Are mature and independent with a positive mindset
  • Are driven and hungry to achieve success
  • Possess strong customer service skills with excellent written and verbal communication
  • Interested applicants with no experience are welcome to apply
  • Having previous sales experience will be an advantage

Perks and benefits we provide:

  • Performance-based incentives
  • Industry and company recognition, e.g Million Dollar Round Table and Top Financial Services Consultants Award
  • Continuous professional development through comprehensive training and development program
  • Clear career path for potential leaders to be trained for future 
  • Strive in a fast-paced environment, where work-life balance is important to us