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Financial Consultant

3 months ago

Singapur, Singapore CareerVisors Full time

Information: Our client is a financial advisory firm, dealing with a wide range of clients and offering professional growth for all.


The Role

Responsibilities:

  • Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals.
  • Foster lasting relationships with both current and prospective clients.
  • Leverage sales opportunities through customer events, financial assessments, and branch engagement activities.
  • Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
  • Boost sales conversion by utilizing referrals, roadshows, collaborations, seminars and corperate solutions.


Bonuses:

  • Open communication between colleagues and managers.
  • Offers flexible working hours.
  • Provide one-on-one mentorship with team leaders.
  • Access to an excellent learning platform for financial portfolio management.
  • Opportunities for fast-tracked career progression to managerial or consulting positions
  • Basic allowance and high potential commisions
  • Signing bonus and performance awards
  • Overseas business trips provided for
  • Free cafe food and drinks at office
  • Office near to MRT
  • Monthly company bonding sessions

Interested applicants, please submit your application now

We regret that only shortlisted candidates will be notified.

 

EA License No.: 23C1461

EA Reg. No.: R24120207 (Soh Yan Cheng Andrew)

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Ideal Profile

Requirements:

  • No prior experience needed On the job training will be provided
  • Diploma / A Levels and above
  • Be willing to take up CMFAS certifications M5, M9, M9A, HI. Candidates with existing certificates preferred but not necessary
  • Willing to travel for trainings and client meet-ups.
  • Motivated by performance-based incentive structures and hardwork
  • Have good interpersonal skills and passionate about helping customers

What's on Offer?

  • Flexible working options
  • Attractive Allowance Salary & Benefits
  • Opportunity to make a positive impact