Financial Consultant

1 day ago


Geylang, Singapore One Degree Alliance Pte Ltd Full time

We are looking for individuals who would like to join as financial consultants. If you are highly motivated, trustworthy and approachable, you are the one we are looking for

**THE ROLE**:

- Established clients' financial goals.
- Determine clients' current financial situation.
- Identify clients' shortfalls.
- Customize solutions to suit clients' needs.
- Take action to implement solutions.
- Regularly reviews clients' financial blueprints.

**BENEFITS & REWARDS**:

- Making a difference in other's life.
- Flexibility and work-life harmony.
- Achieving financial freedom.
- Cultivate your entrepreneurial aspirations.
- Continuous training and development.

**REQUIREMENTS**:

- At least a full certificate in GCE 'A' Level, International Baccalaureate (IB) Diploma qualification, a Diploma awarded by a polytechnic in Singapore or its equivalent.
- At least 21 years old. (As per MAS requirements)
- Good knowledge in banking, wealth management, and insurance is an added advantage.
- Excellent customer-focused mindset.
- Personal, sincere strong integrity and determination.
- Required to attain CMFAS certifications M5, M9, M9A, PGI, and BCP. We will provide the necessary training and guidance for you.



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