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Personal Financial Coach

3 months ago

Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time

Why become a Financial Coach?

  • You are a passionate and strong advocate of the importance of prudent Personal Financial Planning
  • You enjoy interacting with and creating a lasting positive impact on the financial wellbeing of your Clients.
  • You are seeking a well-established path to earning an Extraordinary Income
  • You are a highly Resourceful, Independent and Self-driven individual with a strong Entrepreneurial spirit

Why Apply through me?

As a Financial Services Recruitment Specialist, I offer you Objective Advice and a Clear Overview of the role and its challenges.

Core Responsibilities

  • Prospecting: Develop and maintain a robust business pipeline by actively reaching out to new Clients via various channels and networking activities (Roadshow, Cold Calling, Referrals, etc.)
  • Financial Analysis: Speak with your Clients in order to understand their Financial Concerns, Objectives and Risk Appetite
  • Financial Planning: Craft and present a holistic Financial Plan which utilises Insurance and Investment products to address your Clients' needs
  • Relationship Management: Proactively follow up with your existing Clients to ensure that their financial wellbeing is maintained

Requirements

  • Singaporeans ONLY
  • Be at least 21 years old in accordance with MAS (Monetary Authority of Singapore) regulatory requirement
  • Min GCE 'A' Levels, local Diploma, or Degree and above in any discipline

To Apply:

Please click the 'Apply for this job' button or reach out to me via for a Career Discussion.

[Order Number: 402505]

We regret that only shortlisted candidates will be notified.

However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Ng WeinengEA Personnel No: R1985639EA License No: 07C5771