Financial Consultant

Job Profile Summary:

You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.

Job Description:

· Build and maintain clientele database

· Establish Clients’ financial objectives through Fact Find

· Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives

· Establish and maintain a long-term relationship with clients through periodic follow-up and reviews

· Adherence to a tight compliance regime in order to provide sound financial advice to clients

Who we are looking for:

Competencies & Personal Traits

· Exhibit ability to deliver effective communication and excellent interpersonal skills

· Possess strong leadership qualities and a mind towards excellence

· Analytical and strong problem solving abilities

· Dynamic individual who strives in fast moving environment

· Willing to network amongst business associates

· Dynamic and want to build a long term career in the Financial Industry in Singapore

· 21 years old and above, as per regulatory requirement

Professional Qualifications

· Possess CMFAS M5, M9, and HI certifications

Education

GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent