Financial Planner

Company : AYO Advisory

Job Type : Full Time

North, North

Number of Applicants

:

000+

This job is no longer accepting applications.

Scroll down below to view similar jobs .

Job Description - Financial Planner

Job description:

Identifying and analysing financial needs of prospective clients
Provide reasonable basis of recommendations to meet those needs
Customising wealth solutions to meet those needs
Provide periodic review of customers’ needs to maintain and develop relationship, hence providing more cross-selling and up-selling opportunities
Maintain proper recording and documentation of the needs-based advisory process in accordance to regulatory requirements

Benefits:

Rewarding Income - first year commission, renewal year commission, quarterly volume and adviser persistency bonuses
Composite License - One-stop Financial Hub
Career Progression - become Financial Services Manager in 2 yrs & Financial Services Director in 3.5 yrs.
Training and support - through constant training and development

Requirements:

Min. 21 years old and above
Minimum full certificate in GCE 'A’ Levels or Local Diploma or Degree
Open only to Singaporeans/ Singapore PR

Original job Financial Planner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

This job is no longer accepting applications.

Scroll down below to view similar jobs .

No CV Required

Fast Interview via Chat

Share this job with your friends

About the Company

AYO Advisory

AYO Advisory is an Agency Unit representing AXA Insurance Pte Ltd. (Part of HSBC Group) It has been one of the best performing agencies in both quality business and productivity since 1998. It was set up by Financial Services Director - Alvin Yeo, who has been in the business since 1990 and we ha...