Financial Planner

3 weeks ago


Singapore Jointhire Singapore Pte Ltd Full time
Job Description

- Identify & acquire new clients for financial products.
- Understand the client's financial objectives and investment requirements.
- Analyze financial information obtained from clients to determine strategies to meet clients' financial needs.
- Conducting in-depth reviews of client's financial circumstances, current provisions and future aims.
- Servicing clients through periodic insurance and investment portfolio reviews, industry and solutions updates and claims, etc.

Job Requirements

- GCE 'A' Level academic qualification is preferred.
- No experience is welcomed to apply Job training & coaching will be provided.
- Possess good communication skills and enjoy meeting people.
- Self-motivated, self-discipline and positive attitude.

Compensation

- Attractive commission scheme
- Attractive bonus and incentive based on sales performance
- Potential recurring income
- Company trips
- Career progression opportunities


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