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Financial Planner
2 months ago
Magellan & Co. seeks to transform the lives of our clients through quality financial advice to life’s unexpected crises in the foreseeable future. We offer real solutions to manage risk so our clients can enjoy a peace of mind.
Transform Yourself By Transforming Lives
Job Scope:
- Provide financial planning and investment advice to clients to achieve their financial goals.
- Take primary responsibility for all aspects of a client relationship, working closely to fully understand their financial situation and requirements.
- Collaborate with tax, legal and mortgage professionals to develop a client’s entire financial roadmap and ensure progress in achieving those goals.
- Execute sound financial needs analysis and recommendations.
- Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management.
- Review client accounts regularly to determine if adjustments are needed because of personal or financial changes.
- Be a team-player in the agency
Benefits:
Embark on an opportunity where you are the captain of your own career. Not only do you get to ignite the entrepreneurial spirit in you, where you can decide on your potential income and career path, you also get to enjoy work-life balance since you manage your own time. Be the master of your fate, be the captain of your soul.
Requirements:
- At least 21 years old [The minimum age of 21 years old is a regulatory requirement by the Monetary Authority of Singapore (MAS)]
- Singaporean / Permanent Resident
- Candidate must possess at least a GCE "A" level, Local Polytechnic Diploma or Degree
- Candidates without experience / entry level candidates or mid-career switchers are welcome
Thank you for applying.
Tell employers what skills you have
Wealth Management
Asset Management
Tax
Arranging
Healthcare
Wealth Accumulation
Risk Management
Administration
Financial Acumen
Planner
Investment Management
Attention to Detail
General Insurance
Life Insurance
Publications
Conflict Management
Microsoft Word
Health Insurance
Commercial Insurance
Ability To Learn
