Financial and Investment Adviser
1 day ago
Financial company
Work 10 hours a day, 8 days off per month
Salary S$ 4,000-$8,000 + bonus (negotiable based on experience and ability)
**Requirements**:
- Must have CMFAS qualification
- Have working experience in Singapore’s financial industry
- Fluent in Mandarin and English
Job Description:
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base
Location: CBD
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