About Us
Unicorn Financial Services was established in 2011 by Patrick Tan with Kevin Wilkinson, Robin Tan and Chua Hui Xin, with the clear purpose to provide clients with authentic, personalized, holistic financial plans. This team continues to steer the company today with exactly the same clear purpose… and the same clear understanding that each one of our clients requires dedicated, unique and individual care, because each one of our clients is a treasured member of the Unicorn family.
At Unicorn, we are united in our belief that everyone needs not just a financial plan, not just a healthcare plan, not just a career plan, but an authentically holistic LIFE PLAN.
We believe that each one of us can live with the freedom to pursue our own choices. We work with each client to understand their circumstances, their relationships, their worries, and their goals. In this way we can build, together with them, their own unique blueprint, for them to achieve financial independence and the freedom to live the life that they choose.
Please do contact us anytime so that we can work with you to create your authentic, holistic, financial life plan. We look forward to getting to know you!
We are now looking for apprentices to grow as a fee-based financial planner!
(We are NOT an insurance company!)
Our Mission:
1. To demystify the misconception of financial planning, which often lead to insurance purchase.
2. To construct real & organic financial plan for client.
3. To deliver a financial plan to every household in Singapore.
Job Scope:
1. Develop the soft skill of people engagement.
2. Develop in-depth understanding and technical know-how of financial planning thus the ability to construct personalized financial plan.
3. Research into the various financial products in order to elevate client’s financial situation to a greater height.
4. Develop the heart for people while earning lucrative income.
Character & Attitude:
1. Hardworking, ready to turn hard work into fun in life.
2. Humble, embrace learning and growing in life.
3. Honest, sincere to go after own’s desire in order to help others fulfill theirs.
Apprentice Requirement:
1. Males must have ORDed
2. Minimum A Level/Local Diploma
3. Singaporean and PR only
Related Job Searches:
- Company:
Unicorn Financial Solutions - Designation:
Fee-based Financial Planner - Profession:
Banking / Finance - Industry:
Finance - Location:
Geylang