Financial Advisor

2 weeks ago


Singapore CT SOLUTIONS (PTE. LTD.) Full time


Roles & Responsibilities

Job Description

  • Experienced Financial Advisory Firm in Singapore
  • Customized Training: Obtain vital CMFAS certifications and expertise through organized courses, with guidance from committed managers.
  • Student Financial Support Program: Take advantage of our specialized funding program for university students, assisting you during the initial 24 months of your profession.
  • Attractive Incentives: Embrace our 'work hard, play hard' mentality, with rewards for outstanding performers.
  • Lucrative Compensation Plan: Receive a rewarding income through a multi-tiered incentive structure, including commissions, performance rewards, yearly bonuses, and exclusive incentive journeys.

Perfect for University Students:

  • Flexible Schedule: Perfect for students.
  • Entrepreneurial Exposure: Learn how to handle and expand your own enterprise.
  • Mentoring by Success Stories: Guided by mentors who kickstarted their prosperous careers as students.

Main Duties:

  • Development of Financial Strategies: Grasp your clients' financial status & aspirations to create strategies that meet their requirements.
  • Financial Advisory and Insurance: Offer a comprehensive approach to insurance and financial planning in areas like retirement, education, and investments, backed by our diverse product range.
  • Financial Evaluation: Compile and present financial synopses, investment analyses, and income forecasts for clients.
  • Client Engagement Management: Cultivate solid relationships through routine evaluations to adjust clients' financial plans to life alterations.
  • Client Connections: Establish and expand a robust client base through networking & prospecting.

Qualifications:

  • Minimum Polytechnic Diploma in any field.
  • No prior experience necessary as on-the-job training and mentoring are provided.
  • Goal-oriented & highly driven.
  • Exceptional interpersonal abilities with a keen desire to assist.


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