Financial Consultant (with fixed salary)

SingCapital

Job Highlights:

• Basic + Incentives + Profit Sharing
• Comprehensive Training Programs with Individual Mentoring and Coaching
• Work-Life Balance with Flexible Working Hours
• Travel Opportunities
• Progressive to Entrepreneurship Model with Unlimited Income

Key Roles:

• Management of Client’s Financial Portfolio
• Acquire, Advise & Accompany Clients in their Life's Financial Journey
• Distribute a wide range of Financial Products for Investment and Insurance

Job Responsibilities:

• Prepare and present financial planning concepts.
• Formulate financial plans and strategies.
• Compare financial products and services across the industry.
• Stay current and be aware of changes in CPF, HDB, legal and tax laws.
• Ensure client loyalty through high standards of customer service.
• Build and enhance client relationships.

Key Areas of Financial Planning:

• Budget and Cash Planning
• Education Planning
• Estate Planning
• Insurance Planning
• Investment Planning
• Retirement Planning
• Tax Planning

Requirements:

• 21 years old and above.
• Diploma or Degree in any field.
• Self-motivated with a positive attitude.
• Possess the ability to approach and communicate with a broad range of people.
• Candidates with no work experience are welcome to apply.

Interested candidates are invited to submit a comprehensive resume, stating the current and expected salary, date of availability via APPLY HERE button.

We regret that only shortlisted applicants will be notified.