Student Financial Advisor(fresh grad)

2 weeks ago


Singapore ET MARKETING PTE. LTD. Full time

Job Title: Financial Services Consultant at Wealth Management Company



  • To identify target markets and sales opportunities among Foreigners and expatriates residing locally
  • Develop relationships with targeted market segments, keeping client plans up-to-date and acquiring new clients
  • Maintain relationships with clients by meeting with them periodically and providing advice on services and investment products
  • Interview clients to determine financial objectives and develop customized financial plans
  • Research available insurance/investment products to fit clients' financial plans
  • Recommend strategies to achieve financial goals and implement planning recommendations
  • Arrange insurance contracts and collect initial premiums from clients
  • Maintain persistency of sales in in-force policies

Requirements:
  • Diploma/ Degree holder in any discipline
  • Students in the 1st or 2nd year of University or fresh graduates
  • Must possess excellent interpersonal skills and leadership potential

Skills:

  • Wealth Management
  • Management Skills
  • Sales
  • Lifestyle
  • Leadership
  • Risk Tolerance
  • Financial Planning
  • Interpersonal Skills
  • Investments
  • Wealth Accumulation
  • Life Insurance
  • Presentation Skills
  • Consulting
  • Financial Advisory
  • Customer Service
  • Health Insurance
  • Financial Services


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