Role Description

As a Financial Consultant, you'll play a pivotal role in helping clients achieve their financial goals.

 

Key Responsibilities

• Meeting with clients to understand their financial goals and conduct comprehensive financial needs analysis to assess their current financial situations.
• Developing personalized financial plans and recommending strategies for wealth preservation, investment, retirement planning and estate planning.
• Building and maintaining strong relationships with existing clients, while actively expanding your network to onboard new clients.
• Conducting regular review of your client’s financial portfolio and ensure they align with their changing needs and objectives.
• Staying updated on market outlook, regulatory changes, and internal operational requirements to engage in informed discussions with clients.

 

Training and Support

We invest in your success with:

• A comprehensive and structured induction program tailored for new consultants to equip you with the product knowledge and skill sets needed to excel.
• An attractive compensation structure designed to build your passive income.
• The opportunity to work with a team of industry-leading professionals who will provide guidance and generously share their knowledge.

 

Requirements

• Recognised Polytechnic Diploma or University Degree in any field.
• Self-motivated and numbers driven, with a strong sense of focus to consistently out-perform individual targets.
• Excellent interpersonal skills and possess the ability to cultivate and maintain strong relationships.
• Confident with good communication and presentation skills.
• Singaporeans only.

Kickstart your career in the financial services industry with us today.

 

Why Join Ying Tai?

This is your chance to kickstart your career in the financial services industry and become an integral part of a team comprising industry-leading professionals committed to positively impacting our clients' lives.

 

We offer:

• Competitive compensation package.
• Extensive training and development programs.
• Opportunities for professional growth and career advancement.
• Supportive and collaborative work environment.
• Access to top financial institutions and a comprehensive range of financial solutions.
• Make a significant impact on our clients' financial well-being.
• Join a team of experienced and dedicated professionals who share your commitment to excellence

 

Ying Tai is a leading financial advisory firm committed to delivering exceptional financial services and provide expert guidance for our clients.

 

We partner with top financial institutions to provide a comprehensive range of financial solutions. Our financial planning approach emphasizes objectivity and transparency to empower our clients to build, grow, and protect their wealth with confidence.

 

Your professional development is at the core of our corporate mission, ensuring that you are set for success. We provide a comprehensive training program to equip you with the knowledge and skills to help you acquire your full potential in your career with us.

 

We believe in fostering a supportive and collaborative work environment. You will be working alongside a group of experienced and industry leading professionals who are eager to share their knowledge and provide you with guidance and support.