Roles & Responsibilities
Job Profile Summary :
You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.
Job Description :
- Build and maintain clientele database
- Establish Clients’ financial objectives through Fact Find
- Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives
- Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
- Adherence to a tight compliance regime in order to provide sound financial advice to clients
Who we are looking for :
Competencies & Personal Traits
Exhibit ability to deliver effective communication and excellent interpersonal skillsPossess strong leadership qualities and a mind towards excellenceAnalytical and strong problem solving abilitiesDynamic individual who strives in fast moving environmentWilling to network amongst business associatesDynamic and want to build a long term career in the Financial Industry in Singapore21 years old and above, as per regulatory requirementProfessional Qualifications
Possess CMFAS M5, M9, and HI certificationsEducation
GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalentTell employers what skills you have
Coaching
Wealth Management
Financial Planning
Investments
Wealth Accumulation
Wealth
Risk Management
Entrepreneurship
Compliance
Banking
Retirement Planning
Financial Advisory
Retirement
Corporate Finance
Financial Services