Financial Advisor / Client Advisor (No Experience Required / Student)

Job Description

• Well Established Singapore Based Financial Advisory Firm
  
• Tailored Training:
  Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
  
• Student Funding Programme:
  Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
  
• Attractive Rewards:
  Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
  
• Attractive Income Structure:
  Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
  

Ideal for University Students:

• Flexible Working Hours:
  Suitable for students.
  
• Entrepreneurial Experience:
  Experience how to manage and grow your own business.
  
• Mentorship from Success Stories:
  Guided by mentors who began their successful careers as students.
  

Main Responsibilities:

• Financial Strategy Development:
  Understanding your clients’ financial situations &
  goals to devise strategies that cater to their needs.
  
• Insurance and Financial Advisory:
  Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
  
• Financial Analysis:
  Prepare and present financial summaries, investment reports, and income projections for clients.
  
• Client Relationship Management:
  Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
  
• Client Networking:
  Establish and grow a strong client base through networking &
  prospecting.
  

Requirements:

• Minimum Polytechnic Diploma in any discipline.
  
• No prior experience is required as on-the-job training and mentoring is provided.
  
• Result-oriented &
  highly motivated.
  
• Strong interpersonal skills with a strong passion to serve.
  

Email to:
[email protected] for more information.

***We do not charge our candidates any referral fee nor bind them with any contract.***

Henry Heng

Consulting Manager

Reg no.:
R1982999

EA No:
20C0257