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financial consultant

PRIMARIUS STAFFING PTE. LTD.Singapore

5 days ago

Job description

Job Responsibilities :

Build and maintain a strong clientele database
Conduct fact-finding interviews to identify clients' financial objectives
Analyse client data to recommend suitable financial strategies
Deliver tailored insurance and investment solutions to meet clients' unique needs
Establish and maintain long-term client relationships through periodic reviews and follow-ups
Provide sound financial advice while adhering strictly to compliance and regulatory requirements
Actively engage potential customers to expand the customer base
Participate in structured training and mentorship programs to support career progression
Leverage a proven performance-based framework with stable monthly payouts

Requirements :

GCE 'A' Level with passes

International Baccalaureate (IB) Diploma, or

Polytechnic Diploma awarded in Singapore or equivalent

Strong interpersonal and networking skills

Motivated, dynamic, and eager to build a long-term career in the financial industry

Willingness to network among business associates

What We Offer :

Structured training and mentorship to develop your skills

Proven framework with stable monthly payouts

Opportunities to build trusted long-term client relationships

A dynamic and supportive team culture

Career progression opportunities in the financial services industry

Interested Candidates Kindly Whatsapp Me @ +65 8838 7279 with your updated resume.

Financial Consultant • Singapore