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financial consultant


PRIMARIUS STAFFING PTE. LTD.
2 days ago
Posted date
2 days ago
N/A
Minimum level
N/A
FinanceJob category
Finance
Job Responsibilities:
  • Build and maintain a strong clientele database
  • Conduct fact-finding interviews to identify clients' financial objectives
  • Analyse client data to recommend suitable financial strategies
  • Deliver tailored insurance and investment solutions to meet clients' unique needs
  • Establish and maintain long-term client relationships through periodic reviews and follow-ups
  • Provide sound financial advice while adhering strictly to compliance and regulatory requirements
  • Actively engage potential customers to expand the customer base
  • Participate in structured training and mentorship programs to support career progression
  • Leverage a proven performance-based framework with stable monthly payouts

Requirements:
  • GCE 'A' Level with passes
  • International Baccalaureate (IB) Diploma, or
  • Polytechnic Diploma awarded in Singapore or equivalent
  • Strong interpersonal and networking skills
  • Motivated, dynamic, and eager to build a long-term career in the financial industry
  • Willingness to network among business associates

What We Offer:
✅Structured training and mentorship to develop your skills
✅Proven framework with stable monthly payouts
✅Opportunities to build trusted long-term client relationships
✅A dynamic and supportive team culture
✅Career progression opportunities in the financial services industry

Interested Candidates Kindly Whatsapp Me @ +65 8838 7279 with your updated resume.
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JOB SUMMARY
financial consultant
PRIMARIUS STAFFING PTE. LTD.
Singapore
2 days ago
N/A
Contract / Freelance / Self-employed

financial consultant