WorkClass
Singapore/Jobs/Financial Advisor/

Financial Advisor 119686

Full Time
9 North Buona Vista Drive, Singapore
Not responsive
0

$3000 to $5000 (Monthly)

Posted 7 months ago

Fresh graduates are welcome to apply

*** Accelerating HSBC’s ambition to be Asia’s leading insurance and wealth provider ***

Alliance Organisation an agency unit is now part of HSBC Life Singapore

We are reaching out to let you know of a meaningful and rewarding career opportunity. Please let us know if you are available to discuss on a virtual platform.

We are looking for Financial Planners to help clients manage their finances. You will be your clients' trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you are analytical, meticulous and customer-oriented, we would like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

  • Analyze clients' financial statuses (e.g. income, expenses, and liabilities)
  • Examine and suggest financial opportunities (e.g. insurance plans, investments)
  • Help clients implement their plans and carry out transactions
  • Present and sell suitable financial products and services
  • Find and approach prospective clients
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, practices, and financial products

Required Skills .

  • Good interpersonal and relationship building skills .
  • Demonstrated ability to work independently, managing time to consistently meet goals .
  • A high level of energy and keen to keep learning new skills .
  • Goals and Results oriented

Regulatory Requirement

  • Minimum Full Certificate in GCE ‘A’ Level
  • 21 years old and above


Thank you very much

If you have questions about this job, please click on apply. The employer will contact you then.

More about RLO General Insurance Agency

RLO General Insurance Agency
RLO General Insurance Agency
No address provided
No description available