Financial Planning Expert
1 week ago
CareerVisors Pte. Ltd. is a reputable financial advisory firm seeking a skilled Financial Consultant to join our team.
Estimated Salary: SGD 50,000 - SGD 80,000 per annumKey ResponsibilitiesThe successful candidate will be responsible for providing reliable and well-informed financial advice and reviews to help clients achieve their financial goals.
- Offer expert financial guidance to clients, fostering lasting 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.
To succeed in this role, you will need:
- No prior experience is necessary as on-the-job training will be provided.
- A diploma or A-Levels and above qualification.
- A willingness to take up CMFAS certifications (M5, M9, M9A, HI), with existing certificates preferred but not necessary.
- The ability to travel for trainings and client meet-ups.
- Motivation by performance-based incentive structures and hard work.
- Good interpersonal skills and a passion for helping customers.
- A valid Singaporean identity.
We offer a range of benefits, including:
- An open communication culture 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.
- A basic allowance and high potential commissions.
- A signing bonus and performance awards.
- Overseas business trips provided for.
- Free cafe food and drinks at the office.
- An office near to the MRT.
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