Personal Financial Services Consultant

THE ADVERTISER | Date Posted: 2-Sep-2018
Save Job
Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

As a Personal Financial Services Consultant, you will be acting as the clients’ advocate in managing their portfolio and providing one stop wealth management solutions including investment, risk mitigation, income protection, retirement planning, legacy planning and business solutions to business owners. You will be actively involved in prospecting activities to reach out to new clients and upsell or crosssell to existing clients based on their financial needs. You will undergo extensive training at the beginning of the employment and ongoing training throughout the career. Together with the guidance of industry veterans, you’ll master the skills and knowledges required in the shortest span of time and progress along an excelerated career pathway. We are looking for motivated talents with the following requirements — Highly motivated and results orientated — Good communication skills — Singaporean and SPR, aged at least 21 years old — Holding at least a Diploma from local polytechnic or degree from a recognised institution Successful applicants will be offered an attractive remuneration package with well planned career path to achieve their career aspiration. Interested candidates please email in your detailed resume with recent photo.