Financial Career Development Specialist

2 days ago


Singapore ELI VENTURES Full time
About the Role

We are seeking a highly motivated and results-driven Financial Career Development Specialist to join our team at ELI VENTURES.

As a Financial Career Development Specialist, you will have the opportunity to make a meaningful impact on the lives of our clients by helping them achieve their financial goals.

About You

To be successful in this role, you will need to have excellent interpersonal skills, a passion for financial planning, and the ability to communicate complex financial concepts in a clear and concise manner.

You will also need to be able to work independently and as part of a team, with a strong focus on customer service and satisfaction.

Responsibilities
  • Assess clients' financial situations to develop strategies to help them meet their financial goals.
  • Provide advice on insurance to help companies and individuals plan for their financial futures.
  • Help clients with financial planning in areas such as retirement, education, and investments with our full product suite.
  • Review and follow up with clients on a regular basis to assess how developments in their life might affect their financial plan.
  • Preparing and interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Build and maintain effective relationships with existing clients.
Requirements
  • A local Singapore diploma or degree in any field (MAS Requirements).
  • Excellent communication and interpersonal skills.
  • Ability to communicate complex financial concepts in a clear and concise manner.
What We Offer
  • An estimated salary of SGD 60,000 - 80,000 per year, depending on experience.
  • Opportunities for professional development and growth within the company.
  • A supportive and collaborative work environment.
  • The chance to make a meaningful impact on the lives of our clients.


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