Financial Services Specialist
6 days ago
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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