Financial Planning Expert

1 week ago


Singapore CAREERVISORS PTE. LTD. Full time
Job Overview

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 Responsibilities

The 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.
Requirements

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.
Benefits

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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