Roles & Responsibilities
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 passesInternational Baccalaureate (IB) Diploma, orPolytechnic Diploma awarded in Singapore or equivalentStrong interpersonal and networking skillsMotivated, dynamic, and eager to build a long-term career in the financial industryWillingness to network among business associatesWhat 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.
Tell employers what skills you have
Wealth Management
Lifestyle
Financial Planning
Investments
Wealth Accumulation
Wealth
Risk Management
Mentorship
Compliance
Networking
Retirement Planning
Financial Advisory
Regulatory Requirements
Corporate Finance
Financial Services