Financial Wealth Planner –
2 weeks ago
Responsibilities:
- Perform Financial Needs Assessment and suggest suitable solutions.
- Support clients with their wealth building and safeguarding requirements.
- Offer reliable financial guidance through thorough fact-finding and evaluation of clients' financial objectives.
- Build and maintain long-lasting good relationship with clients.
Requirements:
- Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, any field.
- No experience necessary but require willingness to learn.
- Required to attain CMFAS certifications & company will provide necessary training and guidance for you.
Highlights:
- Comparative remuneration package.
- Comprehensive training and professional development opportunities.
- Fast track career progression with good performance.
Primestaff Management Services Pte Ltd EA
Personnel Name: Lyana Gwee EA
Personnel No: R EA License No: 95C5411
Tell employers what skills you haveWealth Management
Account Management
Financial Planning
Healthcare
Investments
Wealth
Investment Management
Attention to Detail
Life Insurance
Communication Skills
Presentation Skills
Financial Advisory
Financial Services
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