Financial Consultant

2 weeks ago

Singapore Winston Cheong Organisation Full time

We are seeking a highly motivated and skilled Financial Consultant to join our esteemed team. As a Financial Consultant, you will be offering expert financial advice and creating tailored solutions to help our clients achieve their financial goals.
In this role, you will represent Winston Cheong Organisation (WCO) to provide sound financial advice to clients. With extensive training to boost your knowledge in our wide range of product suites, you will analyze clients’ gaps in their financial objectives.

Conduct in-depth financial analysis and assess clients' financial goals, risk tolerance, and investment preferences.
Develop comprehensive financial plans and strategies to optimize wealth management and investment opportunities.
Provide expert guidance on a diverse range of financial products, including investments, insurance and retirement plans.
Build and maintain strong relationships with clients, ensuring exceptional customer service and fostering long-term partnerships.
Cultivate entrepreneurial aspirations
Stay up-to-date with industry trends, regulations and market developments to offer the most current and relevant advice.
Collaborate with the team to enhance overall client experiences and drive business growth.
Flexible work arrangement that allows work-life balance
Career progression - choice of professional or management routes

**Benefits**:
Allowance schemes of $2500-$5000 per month
Commission
Bonuses (quarterly and year-end)
Incentives for newcomers, sales and leads management
Awards (i.e. minimum 2 overseas trips per year)
- Terms and Conditions Apply. Commission and Incentives are payable based on individual performance.Job Requirements:
At least 21 years of age (regulatory requirement)
Minimum academic qualification of a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Local diploma awarded by a polytechnic in Singapore or equivalent

This role will require you to attain CMFAS certifications

M5 (Rules & Regulations for Financial Advisory Services)
M9 (Life Insurance & Investment-Linked Policies)
M9A (Life Insurance & Investment-Linked Policies II)
Health Insurance

Winston Cheong Organisation
A group of agency units of Prudential Assurance Company Singapore (Pte) Ltd
Reg. No. 199002477

**Approval Code**: 793/14Aug23

Masters Degree

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