Kingsforce Management Services Pte Ltd – Financial Consultant

Company
Kingsforce Management Services Pte Ltd
kingsforce.com.sg
Designation
Financial Consultant
Date Listed
05 Dec 2023
Job Type
Entry Level / Junior Executive, Experienced / Senior Executive
Full/PermFree/ProjIntern/TS
Job Period
Flexible Start, Permanent
Profession
Risk / Product / Project Management
Industry
Finance
Location Name
Telok Blangah Road, HarbourFront MRT Station (CC29), Singapore
Work from Home
Address
83 Telok Blangah Rd, Singapore 098886
Map
Allowance / Remuneration
$2,800 - 6,000 monthly
Company Profile

A trusted name in insurance, we continue to grow from strength to strength in an ever-changing increasingly competitive landscape. 

Job Description

Financial Consultant (Up to $4000 Basic + Commission / Flexible Working Hours)


Responsibilities:

  • Provide expert investment advice and guidance to clients, ensuring their financial objectives are understood and addressed.
  • Develop and maintain strong relationships with existing clients, while actively expanding your network to onboard new clients.
  • Conduct thorough Financial Needs Analysis for clients, comprehensively assessing their financial situation, risk tolerance, and investment goals.
  • Construct and review investment portfolios, ensuring they align with clients' objectives and risk profiles.
  • Establish clients’ financial goals and recommend solutions, to help them achieve their financial goals.
  • Understand your client's financial objectives and investment requirements
  • Work closely with investors in proposing, delivering, and executing solutions for clients; as well as identifying new opportunities
  • Stay updated on investment challenges, regulatory changes, and internal operational requirements to engage in informed discussions with clients.

Requirements:

  • Minimum Diploma qualification is any field
  • Confident in sales presentation and outgoing nature.
  • On-job training and guidance would be provided.
This position is already closed and no longer available.  You may like to view the other latest internships here.

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