Student Advisor

2 days ago

Downtown Core, Singapore CREDENCE Full time

Underdergrads looking to break into the Banking and Finance industry and make an impact on clients?

Join us at Credence as a Student Advisor

We are looking for Individuals who enjoy meeting new people and are on a continuous pursuit of knowledge to join our team

**Why you should join us**:

- Exposure to a gamut of skills and financial services we can provide our clients as a Financial Advisor
- Flexibility to ear supplemental allowance while you study
- Hone soft skills in networking, problem solving and more
- A blended team of individuals from various industry background to learn from

**Responsibilities**:

- Client Assessment: Engage with clients to understand their specific needs, goals, and challenges. eg. _Retirement age, How many properties they want to own, how much debt, mortgage to pay off & Steps to take_
- Strategic Planning: Provide expertise utilising a range of financial services eg. _**Wealth accumulation**_,
- **Risk Management**_ etc. to Develop tailored strategies to address client objectives
- Implementation: Execute plans effectively, ensuring timely and successful delivery of services.
- Planning investment time horizon and executing strategy
- Identify, target and acquire clients across various wealth spectrums

Continuous Support:

- Regularly engage with clients to reassess their needs and portfolio accordingly, ensuring their evolving needs are met.
- Stay updated on economic developments, and industry regulations to provide accurate and up-to-date advice

**Benefits**:
Career progressions (Exposure to Managerial and Leadership role)

Growth and Learning opportunities

Flexible working hours and location

Attractive bonuses and incentives

Overseas conventions and exposure

1-1 Mentorship and Guidance

Supplemental Pay:

- Commission pay
- Performance bonus
- *Training will be provided_

**Qualifications**:
Min. Diploma

**Job Type**: Part-time

Pay: $1,000.00 - $2,000.00 per month

**Benefits**:

- Flexible schedule

Supplemental Pay:

- Commission pay
- Performance bonus

**Education**:

- Lower Secondary Qualification (preferred)

Work Location: In person

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