Financial Advisor

4 weeks ago


Singapore CT SOLUTIONS (PTE. LTD.) Full time
Roles & Responsibilities

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: henry.heng@careertalent.sgfor 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


Tell employers what skills you have

Wealth Management
Mentoring
Aftersales
Ability To Work Independently
Financial Planning
Interpersonal Skills
Investments
Wealth Accumulation
Risk Management
Needs Analysis
Pressure
Banking
Consulting
Financial Advisory
Business Development
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