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Financial Planning Professional

3 weeks ago

Singapore IMPA ADVISORY Full time
Job Description:

We are seeking a highly motivated and talented individual to join our team as a Financial Consultant.

About the Role:

As a Financial Consultant, you will be responsible for providing expert financial guidance and support to clients, helping them achieve their financial goals and objectives.

  • Key Responsibilities:
  • Develop individualised financial advice based on clients' financial and protection needs.
  • Help clients with financial planning in aspects such as retirement, education and investments.
  • Provide clients with recommendations on wealth accumulation in accordance to their goals.
  • Build long-term and trusted relationships with clients.
  • Stay up-to-date with market development, investment products and other areas that can affect the market.
What We Offer:

Our company offers a range of benefits and opportunities for career advancement in the financial services industry. Some of the key benefits include:

  • Different proven platforms to help you kickstart and advance your career.
  • No need to approach own family members or friends to generate leads.
  • Customizable leads platform provided.
  • One-on-one mentorship program.
  • Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
  • Monthly allowance and other cash incentives.
  • Overseas trip incentives.
Eligibility Criteria:

To be eligible for this role, you should meet the following criteria:

  • Be at least 21 years old to meet MAS-FAA regulations.
  • Hold a minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent.
  • Have good interpersonal skills.
  • Show commitment, drive and a willingness to succeed.
  • No work experience is required.