Building a Career in Financial Services

1 week ago

Singapore beBeeCareer Full time $4,000 - $8,000
Financial Services Professional

This is an exciting opportunity for individuals who wish to build a career in financial services.

The ideal candidate will have strong communication skills, be able to work independently and as part of a team, and possess excellent problem-solving abilities.

  • Acquire new clients and provide ongoing service to build long-term relationships.
  • Create financial plans for individuals and businesses.
  • Support clients with risk management, wealth accumulation, retirement, and legacy planning.
  • Attend training sessions and workshops to enhance knowledge and skills.
  • Conduct regular follow-ups with existing and new clients to assess their financial needs.
Key Responsibilities:

We are seeking a highly skilled professional to fill the role of Financial Services Representative. The successful candidate will be responsible for:

  • Sales and Relationship Management: Acquiring new clients and providing ongoing service to build long-term relationships.
  • Financial Planning: Creating financial plans for individuals and businesses.
  • Risk Management and Wealth Accumulation: Supporting clients with risk management, wealth accumulation, retirement, and legacy planning.
  • Training and Development: Attending training sessions and workshops to enhance knowledge and skills.
  • Client Follow-up: Conducting regular follow-ups with existing and new clients to assess their financial needs.
Requirements:

To be considered for this role, you must have:

  • A Local Polytechnic Diploma or equivalent qualification.
  • A minimum age of 21 years (regulatory requirement).
  • Required to take CMFAS Papers: RES5, M9, M9A, Health Ins (HI) (Training provided).
  • Able to work independently and as part of a team.
Benefits:

We offer a competitive salary package that includes:

  • Basic salary plus sales commission.
  • Monthly allowance $1.5k - $5k.
  • Commissions, incentives, and bonus schemes.
  • Personal mentoring with experienced agency leaders.
  • Friendly and supportive working environment.
  • Opportunities for accelerated career progression to management level.

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