Agency Management Trainee

2 weeks ago


Singapore WONG YONG KEE Full time

**Job Description-**

A financial advisor is like a money bodyguard,

1) protecting financial well-being with strategic advice on a variety of financial products and services. They assess clients' financial situations,

2) develop personalized financial plans, and

3) guide them towards profitable and secure decisions.

4) adept at cultivating client relationships, networking, and selling financial products to meet sales quotas.

**Requirements-**

To excel in this tightly regulated role, a financial advisor
- must be able to analyze market trends and provide sound advice based on various financial indicators
- With a strong understanding of their industry and the ability to build trust, they help clients achieve their financial goals by offering strategic advice across a range of services, from debt management to investment planning.

**Regulatory Standards**:

- Age 21 and above
- International Baccalaureate/ Polytechnic Diploma or Degree and above
- Fit and proper


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