
Finance & Investment Consultant
4 days ago
Hoping to find a meaningful job which can positively impact people’s lives? If you enjoy meeting people and appreciate forming long-term relationships with them, this job may just be for you
As a financial consultant with us, you do more than just sales. You educate, impart needed knowledge and assist in future planning. Although many may not see this job as doing much, we deeply believe in the importance of this role & here’s why
We have our main focus in educating people on the importance of financial planning, helping people to understand more about wealth protection and growth. We see investments as a core essential, because how else are you going to face inflation in the years to come? Along with insurance coming hand-in-hand because without good health, no use for wealth right?
By joining us as a financial consultant, you will be the one helping to impart important knowledge to the rest of the people out there needing help with their financial plannings. And before that, we will be the ones imparting our knowledge to you first, with 1-to-1 mentorship with our financial managers, making sure that you know exactly what you need
**Job Highlights**:
- On the job 1 to 1 Mentorship by experienced industry practitioners
- Opportunity to learn counselling & profiling tools to effectively understand and engage clients
- Enhance and groom entrepreneurship skills in a fast growing agency
- Exposure to Professional and Personal Growth Development with a Proven Management Pathway
- Opportunity to participate in investment seminars / events by various reputable fund houses
**Job Scope**:
- Assess & analyse client’s financial status, engage in financial planning and assist them in establishing their financial objectives
- Planning & management of client's financial and investment portfolio; align financial plans with their established objectives
- Provide professional financial advisory services to clients; advising clients on appropriate financial and investment management services/products
- Connect and maintain a long term client relationship; update and communicate clients on current market situations and present potential investment opportunities, supported by the investment update team
- Using quality leads generated via various marketing campaigns like investment book campaigns, partnerships and networking events
**Requirements**:
We are looking for someone with a good learning attitude, possesses good initiative, has good interpersonal and communication skills, and is willing to constantly learn and improve through our comprehensive training and mentorship.
- Min. age of 21 years old (MAS Regulatory Requirements)
- At least a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.
- *Only shortlisted applicants will be contacted and a career profiling assessment might be required during the interview process._
Pay: $3,000.00 - $6,000.00 per month
Schedule:
- Flexible hours
**Education**:
- Local Polytechnic Diploma (preferred)
Work Location: Hybrid remote in Singapore 437161
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