Wealth Management Advisor

GE - Credence| Date Posted: 25-Sep-2020
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Job Nature:
Permanent, Contract
Position Level:
Entry Level, Student Job
Qualification:
Diploma, Bachelor's / Honours, Masters / PhD

Job Description

The ideal candidate will deliver personalized investment, protection and financial solutions to help clients work toward their long-term goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. 

 

Job Highlights:

  • Making a difference in the lives of others.
  • Work-life balance
  • Mentorship attachments + Training provided by top professional trainers to enhance skill sets
  • Events and marketing support
  • Friendly and fun working team
  • Opportunity for career advancement
  • Bonus + commission + incentives (+ incentive overseas trips!)

 

Responsibilities:

  • Understand the client's financial goals, aspirations, and concerns. 
  • Offer financial advice across a variety of financial products and services.
  • Develop and recommend a comprehensive financial package to help clients achieve their financial goals in all stages of life.
  • Upkeep professional after-sales servicing to ensure good relationship with clients.

 

Qualifications:

  • Diploma awarded in Singapore / Bachelor's degree in any field
  • No prior experience required, training provided :)
Company Overview
GE - Credence