Senior Financial Consultant
2 weeks ago
What you’ll do:
· Offer investment advice to clients
· Maintain regular contact with existing clients while expanding your network and onboarding new clients
· Provide comprehensive financial advice, comparisons, and conduct Financial Needs Analysis
· Construct and review investment portfolios
· Establish and assist clients in achieving their financial goals
· Collaborate with investors to propose and execute solutions, identify new opportunities, and stay informed about investment challenges and regulatory changes
· Understand clients’ financial objectives and investment requirements
What you can look forward to:
· Comprehensive induction program
· Attractive compensation structure for passive income
· Personalized mentorship by a Top MDRT Adviser to build Asset Under Advice
· Flexible working hours and locations
· Continuous training and development
· Dedicated in-house digital marketing consultant for social media branding
We’re looking for someone who is:
· Singaporean Citizen, aged 21 years and above (MAS requirement)
· Resourceful, creative, and driven to succeed
· People-oriented and highly client-focused
· Disciplined, hardworking, and eager to learn
Educational Qualifications:
· Full certification in GCE A' Levels/ Polytechnic Diplomas or Degree holders (Local Certifications)
· M5, M8, M8A, M9, M9A and HI certifications are advantageous
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