
Client Relationship Executive
3 hours ago
Job Description:
We're looking for driven individuals to join our team as Client Relationship Executive / Financial Consultants. You'll provide personalized financial advice in areas such as Wealth Protections, Wealth Accumulations, Estate Planning and Retirement Planning. Full training and mentorship will be provided.
Key Responsibilities:
- Understand clients' financial needs and recommend suitable solutions
- Advise on Protection, Savings, and Investment products
- Build and maintain long-term client relationships
- Stay updated on financial products and industry regulations
Requirements:
- Singaporeans Only
- Local Polytechnic Diploma or any Degree
- Strong communication and interpersonal skills
- Self-motivated and goal-oriented
- Full-time, Part-time and Student Advisors are welcome
- No experience required – training provided
- Sales or customer service background is a bonus
What We Offer:
- Basic monthly allowance with attractive commissions and performance bonuses
- Comprehensive training & mentorship
- Flexible working hours
- Clear career advancement opportunities
Job summary
Understand clients' needs and recommend solutions on Protection and Wealth accumulation products. Build and maintain long-term client relationshipsKey selling points
- Basic monthly allowance with attractive commissions and performance bonuses
- Comprehensive training & mentorship
- Clear career advancement opportunities
Job Type: Full-time
Pay: $7, $10,000.00 per month
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Work from home
Education:
- Local Polytechnic Diploma (Required)
Work Location: In person
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