JointHire Singapore Pte Ltd

Wealth Planner

JointHire Singapore Pte Ltd| Date Posted: 20-May-2019
EA Licence No: 17C8920
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Position Level:
Entry Level,
Qualification:
ITE/ NITEC/ Higher NITEC, 'A' Levels

Job Description

Job Title: Wealth Planner
Industry: Financial Services
Salary: SGD 2000 - 4000
Location: Central, Singapore

About Company:
Our client has been in the financial industry since 1989. Their vision is to guide their clients and associates to achieve financial security and growth. Since their inception, they have trained and groomed many top financial planners, and remain committed to helping clients make informed financial decisions.

Job Description:
- Provide analysis and evaluation of clients financial status
- Provide a total financial solution in insurance and wealth management
- Building a long-term relationships with clients
- Stay updated with market trends
- Regular reviews on existing clients??? financial goals and achievements
- Process documents promptly to ensure agreed solutions are in force

Job Requirements:
- Minimum a A Levels, Diploma or Degree
- Independent, outgoing & a good team player
- Self-discipline, positive learning attitude and well organised

Compensation:
- Startup Scheme + Commission + Bonus
- Fast track promotion to managerial role
- Products, soft skill training
- 1 to 1 mentorship
- Sales and recruitment leads
- Professional development and training program
- Work-life balance

Interested applicants are invited to submit their resume via clicking the apply button.

JointHire Singapore Pte Ltd.(EA License No.: 17C8920)
James Sim (Registration No.: R1980794 )
Company Overview
JointHire Singapore Pte Ltd