Financial Consultant

A Rewarding Career as a Financial Consultant Awaits You

We are looking for bright individuals who would like to join as a Financial Consultant. If you are highly motivated, hardworking, trustworthy and really approachable, you are the one we are looking for!

Our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.

Roles and Responsibilities

- Establish clients' financial goals
- Determine current financial situation
- Identify shortfalls
- Customise insurance planning solutions to suit customers’ needs
- Take action to implement solutions
- Review regularly clients' financial plans
- Help clients prioritise needs and manage cash flow
- Plan for their children's education and their retirement needs
- Help clients avoid procrastination.
- Provide advice on insurance plans
- Guide them in saving prudently
- Help clients achieve their financial goals
- Provide information for them to make informed decisions.
- Offer affordable insurance financial solutions and options to choose from

Job requirements

· Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.

· Good knowledge of banking, wealth management & insurance products is an added advantage

· Excellent customer focused mindset

· Personable, sincere, strong integrity & determination

· At least 21 years old. This is a regulatory requirement.

· Required to attain CMFAS certifications M5, M9, M9A and HI.

Kindly contact 90662686 hp with your resume, short listed candidate will be contacted