Financial Services Consultant

2 days ago


Singapore MAGELLAN OPENSPACE PTE. LTD. Full time
Roles & Responsibilities

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

Coaching
Wealth Management
Automobile
Sales
Asset Management
Financial Management
Customer Relationships
Property
Wealth Accumulation
Administration
Channel
Attention to Detail
Networking
General Insurance
Life Insurance
Conflict Management
Facebook
Bridge
Qi
Ability To Learn

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