Financial Consultant

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