Strategic Financial Solutions Expert

1 month ago


Singapore SP - Katherine Soh Full time
Job Overview

We are seeking a highly skilled Strategic Financial Solutions Expert to join our team at SP - Katherine Soh. This role offers an exciting opportunity to provide expert financial planning advice to clients and help them achieve their goals.

Compensation Package

The estimated monthly salary for this position is $8,000, with quarterly bonuses and employee benefits such as CPF contributions, annual leave, and medical benefits.

Responsibilities
  • Provide personalized financial planning advice to clients based on their financial and protection needs.
  • Recommend solutions for protection, wealth accumulation, and legacy planning to clients.
Requirements
  • A minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, or diploma awarded by a polytechnic in Singapore or equivalent.
Benefits
  • Performance-based incentives such as allowances and commissions.
  • Overseas incentive trips.
  • Industry and company recognition, including awards such as the Million Dollar Round Table and Top Financial Services Consultants Award.
  • Continuous professional development through a comprehensive training and development programme.
  • Opportunity to develop leadership and management skills by building your own agency and leading a team of professional Financial Services Consultants.


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