$2500 to $4000 (Monthly)
Location: SG Central
Job Description:
•Understanding clients financial needs with sound financial planning
•Provide income or business continuation solution for all clients
•Manage and expand existing clients portfolio with new client acquisition
•Conduct regular reviews to ensure clients satisfaction
•Analyse clients financial information obtained to meet individual financial goals
•Keep track of market trends and share with clients
•Learn and adopt new plans to enhance client’s financial portfolio through insurance, savings, and investment
•Help clients achieve their financial goals
•Provide information and comparison for them to make informed decisions
Start Date: ASAP
Duration: Permanent
Salary: $3000 - $10,000 per month
Requirements & Remarks:
Job Requirements:
• Singaporeans/ PR Only
• Must possess at least Local Diploma in any field
• No work experience required
• Ability to work in a team-oriented environment
• Proficiency in English & Mandarin to liaise with Mandarin-speaking customers
• Undergraduate/Fresh Graduate/Mid-Career
Benefits: • Overseas incentive trips • Exposure to Networking Events • Team Bonding Events • Flexible Work Timing • Lifetime Passive Income through Managing Client’s Investment Portfolio • Good Career Progression • Strong mentorship and coaching by very successful leaders • Pick up Financial Literacy, Financial Portfolio Design, Sales and Marketing concepts.
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