Financial Consultant

About this role

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 skills

Possess strong leadership qualities and a mind towards excellence

Analytical and strong problem solving abilities

Dynamic individual who strives in fast moving environment

Willing to network amongst business associates

Dynamic and want to build a long term career in the Financial Industry in Singapore

21 years old and above, as per regulatory requirement

Professional Qualifications

Possess CMFAS M5, M9, and HI certifications

Education

GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent