Financial Consultant
JOBSHINE PTE. LTD.
Key responsibilities:
Job Requirements:
- Assess clients' financial situation to develop strategies to help clients meet their financial goals.
- Provide advice on insurance to help companies and individuals plan for their financial futures.
- Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
- Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
- Preparing and interpreting financial document summaries, investment performance report and income projections for clients.
- Build and maintain effective relationships with existing clients.
Job Requirements:
- Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
- Related work experience is not required.
JOB SUMMARY
Financial Consultant
JOBSHINE PTE. LTD.
Singapore
8 days ago
N/A
Full-time
Financial Consultant