Independent & Holistic Financial Broker

5 days ago


Central Singapore Emprego SG Full time

**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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