We are a leading financial services group with over 10 years of experience in providing financial solutions to our valued clients. We seek to educate by providing quality financial advice to meet people’s protection and security needs. As we are currently expanding our team of highly motivated and vibrant achievers, we are seeking candidates of similar attitudes, goals and calibre to join our team.
Financial Planner (Part Time) | $1000 - $1500 Basic | Flexi Working Hours | Tanjong Pagar
Here's what to expect:
Salary: Basic allowance ($1000 - $1500) + Attractive Commission (You get to be in control of your own earnings!)
Flexible working hours and days
Able to do work activities with your colleagues or own your own (Up to your own preference!)
Overseas incentive trips
1 to 1 mentoring + Group training by senior managers to ensure you are well equipped with necessary knowledge in the field
Duties and Responsibilities
Analyse and manage client’s financial portfolios
Develop and recommend a comprehensive financial plan to help the clients achieve their financial goals in different phases of life.
Acquisition of new clients and maintaining relationships with existing clients by providing sound financial advice and excellent customer service
Contact potential corporate clients via phone or emails to establish rapport and set up business meetings
*Fresh Graduate w/o experience are welcome. Training will be provided
Job Requirements
Minimum Degree/ Diploma
At least 21 years old
Singaporean/Singapore PR only
Able to converse in Mandarin to liaise with Chinese speaking associates
Excellent communication and interpersonal skills
Preferably with customer-service related experience
Independent, self-motivated and driven
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ACHO - Designation:
Financial Planner - Profession:
Insurance - Industry:
Insurance - Location:
Tanjong Pagar