Independent & Holistic Financial Broker
6 days ago
**Location**
Singapore, Central Singapore
**Job Type**
Full Time
**Salary**
$3,000 - $10,000 Per Month
**Date Posted**
2 hours ago
Additional Details
**Job ID**
39423
**Job Views**
1
Roles & Responsibilities
**JOB HIGHLIGHTS**:
- Employ Yourself & Be Your Own Boss.
- Start an Independent & Holistic Financial Advisory practice.
- 2-Year Salary Support valid till 31st Dec 2021.
**JOB DESCRIPTION**:
- Prepare and present financial planning concepts.
- Formulate financial plans and strategies.
- Compare financial products and services across the industry.
- Stay current and be aware of changes in CPF, HDB, legal and tax laws.
- Ensure client loyalty through high standards of customer service.
- Build and enhance client relationships.
**Benefits**
- Allowance + Incentives + Profit Sharing
- Comprehensive Training Program with Individual Mentoring and Coaching
- Work-Life Balance with Flexible Working Hours
- Travel Opportunities
- Progressive to Entrepreneurship Model with Unlimited Income
**Key Roles**
- Management of Client’s Financial Portfolio
- Acquire, Advise & Accompany Clients in their Life's Financial Journey
- Provide a wide range of Financial Products & Service.
**Areas of Holistic Financial Planning**
- Budget and Cash Planning
- Education Planning
- Estate Planning
- Insurance Planning
- Investment Planning
- Retirement Planning
- Tax Planning
**Requirements**:
- 21 years old and above.
- Diploma or Degree in any field.
- Self-motivated with a positive attitude.
- Possess the ability to approach and communicate with a broad range of people.Tags
independent
holistic
financial
broker
consultant
planner
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