Senior Financial Consultant
1 month 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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