
Financial Consultant
3 days ago
Job Profile Summary:
You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.
Job Description:
Build and maintain clientele database
Establish Clients' financial objectives through Fact Find
Analyse Clients' data and determine suitable strategies to meet clients' financial objectives
Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
Adherence to a tight compliance regime in order to provide sound financial advice to clients
Who we are looking for:
Competencies & Personal Traits
Exhibit ability to deliver effective communication and excellent interpersonal skills
Possess strong leadership qualities and a mind towards excellence
Analytical and strong problem solving abilities
Dynamic individual who strives in fast moving environment
Willing to network amongst business associates
Dynamic and want to build a long term career in the Financial Industry in Singapore
21 years old and above, as per regulatory requirement
Professional Qualifications
Possess CMFAS M5, M9, and HI certifications
Education
GCE 'A' level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
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