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Investment Specialist

2 months ago

Singapore Advisor Alliance Group Full time

Key Highlights:

  • Comprehensive training and professional development opportunities.
  • Supportive team environment with mentorship from seasoned professionals.
  • Full sponsorship for 4 licensing papers.
  • Conversion bonus of S$3000 upon successful transition to full-time role.

Are you passionate about helping others achieve their financial goals? Do you thrive in a dynamic environment where your skills and expertise make a real impact? If so, we want you on our team

Responsibilities:

  • Provide comprehensive financial planning services to clients.
  • Assess clients' financial situations and goals.
  • Develop personalised financial strategies and investment plans.
  • Monitor and review client portfolios to ensure alignment with financial objectives.
  • Educate clients on various financial products and services.

Requirements:

  • (i) A full certificate in GCE 'A' Level; (ii) an International Baccalaureate Diploma qualification; (iii) a diploma awarded by a polytechnic in Singapore; or (iv) any other equivalent academic qualification.
  • 21 years of age and above
  • Singaporean or Permanant Residence of Singapore

We look forward to hearing from you and discussing how your skills and passion align with our mission. Join us in shaping the future of financial advisory services and unlocking new opportunities for our clients. Let's achieve success together #FinancialAdvisor #FinanceJobs #WealthManagement #CareerOpportunity #HiringNow