Client Relationship Executive

2 days ago


Singapore ProVision Wealth Advisor Full time $40,000 - $60,000 per year

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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