Financial Planner

2 months ago


Singapore ARCHEL ADVISORY PTE. LTD. Full time
Roles & Responsibilities

Responsibilities

  • Develop new businesses and managing existing customers relationships
  • Responsible for achieving company objectives and revenue targets
  • Able to assist clients on the financial planning based on their current financial status and increase the value of current client asset size
  • Advise clients on investment products and services
  • Able to identify potential customers and convert the sale leads into successful deals
  • Able to fix appointments with customers and introduce the products and services to them

Requirements

  • Minimum 1 year of experience is required for this position
  • Diploma/GCE 'A' Levels/Degree in a related discipline or equivalent
  • Good interpersonal skills, excellent communication
  • Ability to work independently and under pressure

Tell employers what skills you have

Ability To Work Independently
Financial Planning
Interpersonal Skills
Arranging
Investments
Financial Acumen
Planner
Investment Management
Pressure
Life Insurance
Capital
Financial Advisory
Microsoft Word
Retirement
Financial Services
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