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To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
[Confidential Information]
OR
Whatsapp +65 8086 3812
I also carry more Junior and Senior variants of this role please browse our Company Page to find out more.
https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D
Job Responsibilities:
Establish and grow a strong client database
Conduct comprehensive fact-finding discussions to understand clients financial goals
Evaluate client information to develop appropriate financial strategies
Provide customised insurance and investment solutions based on clients individual requirements
Build and sustain long-term client relationships through regular reviews and follow-ups
Offer sound financial guidance while maintaining strict compliance with regulatory and industry requirements
Proactively engage prospective customers to grow the client base
Take part in structured training and mentorship programmes to support professional development
Leverage a proven performance-based framework with stable monthly payouts
Requirements:
GCE A Level with passes
International Baccalaureate (IB) Diploma, or
Polytechnic Diploma awarded in Singapore or equivalent
Strong interpersonal and networking skills
Motivated, dynamic, and eager to build a long-term career in the financial industry
Willingness to network among business associates
What We Offer:
✅Structured training and mentorship to develop your skills
✅Proven framework with stable monthly payouts
✅Opportunities to build trusted long-term client relationships
✅A dynamic and supportive team culture
✅Career progression opportunities in the financial services industry
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Job ID: 153416903
Skills:
User Training, Proactive Communication, Enthusiasm to learn, Maintain Discipline, Risk Management, Wealth Management, Team-oriented, Entrepreneurship, wealth accumulation, Financial Planning, Training Programme Design, Financial Consultancy
Skills:
wealth accumulation, Portfolio Management, Financial knowledge, Risk protection, retirement planning, Investment Planning
Skills:
User Training, Graduate Recruitment, Advise Clients, Long-term Customer Relationships, Proactive Communication, Written and Verbal Communication Abilities, Identify Clients Needs, Professionalism, Teaching Qualification, Financial Products, Wealth Management, business in china, Team-oriented, wealth accumulation, Passion for Helping Others, Financial Consultancy
Skills:
Insurance, Wealth Management, Client Management, Financial Advisory, business development
Skills:
entrepreneurship, Financial Planning, social media branding, Client Engagement, business development