RK Associates is a premier insurance agency based in Singapore, founded in 2003. With a strong focus on personal financial planning and strategies, we specialize in providing customized solutions to meet the unique needs of our clients. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and sound advice.
In addition to our focus on personal financial planning, we also specialize in B2B collaboration to create value between business partners. Our team works closely with other businesses to develop strategic partnerships that benefit both parties, while also delivering value to their customers.
At RK Associates, we provide a dynamic and entrepreneurial work environment, which serves as a breeding ground for aspiring entrepreneurs. Our team is made up of experienced professionals who are passionate about making financial planning easy to understand and apply. We believe that by providing individuals with the tools and knowledge they need to take control of their finances, we can help them achieve financial fitness.
Our mission is to make financial planning easy to understand and apply. We aim to achieve this by providing comprehensive financial solutions that are tailored to the unique needs of our clients. Our vision is to become the most recognized financial educators in Singapore, helping individuals to develop financial fitness and achieve their long-term financial goals.
What you will be doing:
- Financial Analysis: Develop the skills to assess the financial conditions of clients, create and interpret financial summaries, analyze investment reports, and project income.
- Financial Planning: Create customized financial plans tailored to meet the individual needs, goals, risk tolerance, and timeframe of each client.
- Client Relationship Management: Connect with people from all walks of life and build strong relationships with clients through all their milestones in life.
What you can expect:
- Training and mentorship: Learn from mentors with more than 20 years of experience in the field
- Attractive rewards and incentives: Gain unlimited earnings through a comprehensive incentive structure, encompassing commissions, performance incentives, yearly bonuses, and exclusive incentive travel opportunities.
- Flexible working hours: Ideal for university students balancing studies and work.
Requirements:
- 21 years old and above
- Undergrads/NSFs are welcomed
- Singaporean/PR
- A level or Local Diploma & Above
- Able to speak English AND Mandarin
- Interests in investment and basic knowledge of investment will be preferred, although not necessary
Related Job Searches:
- Company:
RK Associates - Designation:
Financial Advisor - Profession:
Consulting - Industry:
Consultancy - Location:
Newton