Financial Consultant
11 hours ago
singapore
Credence
Full-time
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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