Financial Service Consultant

1 week ago


Singapore HAVENWEALTH Full time

**Job Highlights**:

- Competitive remuneration package with attractive commission
- Excellent dual career path to Management or Specialist level
- Lifelong dedicated sales training and supporting team
- Allowance scheme and performance bonus to jump-start your career
- Flexible working hours including WFHPaid holiday incentive trips and awards for achievers

**Job Responsibilities**:

- Learn and understand various financial products
- Acquire and manage clients’ insurance portfolios
- Source and develop a network of high net worth clients
- Analyse and evaluate the client’s financial portfolio
- Conduct Financial Needs Analysis and recommend appropriate solutions
- Assist clients on their wealth accumulation and protection needs
- Provide recommendation to help clients meet their financial goals and needs
- Suggest legacy and estate enhancement plans
- Advice on business succession and continuity
- Build and maintain good relationship with clients

**Job Requirements**:

- A Level, Polytechnic Diploma or Bachelor’s Degree (preferred) in any field
- Loves interacting with people and willing to do sales
- Passionate, Resilient, Resourceful and Positive working attitude
- Entrepreneurial and self-driven



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