Financial Consultant Trainee
7 days ago
**Responsibilities**:
- Develop and implement financial plans for clients, including retirement planning, investment planning, tax planning, and estate planning
- Stay up-to-date on industry trends, regulations, and new products to best serve clients and meet their needs
- Build and maintain strong relationships with clients, understand their unique financial goals and objectives, and provide ongoing support and advice
- Meet with clients on a regular basis to review and update their financial plans, ensuring they are on track to achieve their goals
- Generate new business through networking, referrals, and client seminars
**Requirements**:
- A minimum of education must be at least GCE A'Levels or Diploma in Local polytechnic.
- Age 21 years and above
- Excellent communication, interpersonal, and relationship-building skills
- Ability to work independently and as part of a team
We offer a competitive salary and benefits package, including health insurance, retention plan, and opportunities for professional development and advancement. If you are passionate about helping others achieve their financial goals and want to join a dynamic and fast-paced environment, please submit your resume and cover letter for consideration.
We are an equal opportunity employer and welcome applicants from all backgrounds.
**Job Types**: Full-time, Part-time, Permanent, Contract, Temporary, Freelance
Contract length: 36 months
Part-time hours: 20 per week
**Salary**: $2,000.00 - $5,000.00 per month
**Benefits**:
- Flexible schedule
- Professional development
- Work from home
Schedule:
- Day shift
- Flexible hours
- Late shift
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
- Retention bonus
- Signing bonus
- Yearly bonus
**Education**:
- GCE 'A' Level or equivalent (required)
Work Location: One location
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