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Client Advisor / Senior Client Advisor (Attractive Incentive Package)

Are you an ambitious financial professional eager to elevate your career to new heights? Join us and unlock the potential for personal and professional development while making a meaningful impact in the lives of our clients.

 

Key Responsibilities:

  • Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.
  • Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.
  • Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.
  • Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.
  • Client Network Building: Establish and maintain strong relationships with a growing client base.

 

Benefits & Perks:

  1. Tailored Training: Comprehensive 14-week mentorship program facilitated by both our esteemed Director and Manager and a suite of training programs aimed at equipping you with indispensable financial knowledge at every stage of your career
  2. Attractive Schemes: Incentives for top performers
  3. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

 

Qualifications:

  • Obtained a polytechnic diploma, Junior College certification or degree in any field.
  • Driven by results and motivated by performance-based rewards.
  • Strong interpersonal skills with a passion for empowering others financially.
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JOB SUMMARY
Client Advisor / Senior Client Advisor (Attractive Incentive Package)
Singapore
15 days ago
Entry / Junior
Contract / Freelance / Self-employed