Financial Career Development Specialist
2 days ago
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 YouTo 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.
- 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.
- 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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