Financial Services Specialist

6 days ago


Singapore CareerVisors Full time

We are seeking a Financial Services Specialist to join our team at CareerVisors. As a key member of our financial advisory firm, you will be responsible for providing exceptional service to our clients in North Singapore.

About the Role:

  • Offer personalized financial advice and reviews to help clients achieve their financial goals.
  • Foster strong relationships with both current and prospective clients.
  • Leverage sales opportunities through customer events, financial assessments, and branch engagement activities.
  • Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
  • Boost sales conversion by utilizing referrals, roadshows, collaborations, seminars, and corporate solutions.

Requirements:

  • No prior experience is necessary; on-the-job training will be provided.
  • Diploma/A Levels and above required.
  • Willingness to take up CMFAS certifications M5, M9, M9A, HI (candidates with existing certificates preferred but not necessary).
  • Ability to travel for trainings and client meet-ups.
  • Motivated by performance-based incentive structures and hard work.
  • Good interpersonal skills and passion for helping customers.
  • Singaporean only.

What We Offer:

  • Open communication between colleagues and managers.
  • Flexible working hours.
  • One-on-one mentorship with team leaders.
  • Access to an excellent learning platform for financial portfolio management.
  • Opportunities for fast-tracked career progression to managerial or consulting positions.
  • Basic allowance and high-potential commissions.
  • Signing bonus and performance awards.
  • Overseas business trips provided.
  • Free cafe food and drinks at office.
  • Office near to MRT.
  • Monthly company bonding sessions.

Estimated salary: SGD 45,000 - SGD 60,000 per annum, depending on experience.



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