Financial Consultant

11 hours ago

singapore Credence Full-time

About the role

Start a career helping people make better decisions about their money, and build towards specialisations in financial planning

Key responsibilities

  • Advise clients on investment products, including securities, unit trusts and other collective investment schemes
  • Advise on exchange-traded and over-the-counter derivatives, and leveraged foreign exchange
  • Advise on and arrange life insurance policies
  • Build and manage your own client base through mandatory field work

About you

  • Singapore Citizens or P R, aged 21 and above
  • Holding a local Polytechnic Diploma or higher
  • Able to communicate ideas clearly to different people, groups and markets, or keen to develop that skill
  • Comfortable building trust and confidence with clients
  • Eager to make your mark in the financial advisory world

Benefits

  • Weekly training sessions
  • Course Allowance*
  • Regular follow-ups and performance reviews with your leader
  • Clear progression paths into estate planning (AEPP®), ChFC certification (ChFC®/S) and several more
  • Optional tiered allowance scheme available for first two years, which matches every dollar of commission earned