Financial Advisor

Job Description

• Well Established Singapore Based
  Financial Advisory Firm
• Tailored Training: Gain essential CMFAS certifications and skills through
  structured courses, with mentoring from dedicated managers.
• Student Funding Programme: Benefit from our corporate financing scheme specifically
  designed for university students, supporting you in the first 24 months of
  your career.
• Attractive
  Rewards: Embrace our 'work hard, play hard' work ethos, with incentives
  for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered
  incentive system, including commissions, performance incentives, annual
  bonuses, and exclusive incentive trips.

Ideal for University
Students:

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began
  their successful careers as students.

Main Responsibilities:

• Financial
  Strategy Development: Understanding your clients' financial
  situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on
  insurance and financial planning in areas such as retirement, education,
  and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries,
  investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships
  through regular reviews to adapt clients' financial plans to life changes.
• Client Networking: Establish and grow a strong client base
  through networking & prospecting.

Requirements:

• Minimum Polytechnic Diploma in any
  discipline.
• No prior experience is required as
  on-the-job training and mentoring is provided.
• Result-oriented
  & highly motivated.
• Strong
  interpersonal skills with a strong passion to serve.

Email to:
for more information.

***We do not charge our candidates any
referral fee nor bind them with any contract.***

Henry Heng

Consulting
Manager

Reg no.:
R1982999

EA No:
20C0257

• Flexible hours available
• No experience required for this role
• Working rights required for this role
• Expected salary: $5,000 - $8,000 per month