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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
Our Financial Planning partner is seeking individuals who are motivated and committed to building a long-term career in the financial advisory industry.
Successful candidates will undergo a structured development pathway designed to enhance advisory capabilities, build a sustainable client base, and gradually expand into high-net-worth and business markets, subject to performance and regulatory requirements, with support from experienced mentors, advanced technology, and an established advisory platform.
Key Responsibilities
What We Look For
Requirements
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: 153417005
Skills:
wealth accumulation, Portfolio Management, Financial knowledge, Risk protection, retirement planning, Investment Planning
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:
business networking, Marketing Strategy, international education, Client Acquisition, Professional Development, Long-term Customer Relationships, insurance planning, dynamic analysis, career exploration, Pass-Through Rate, Wealth Management, Gathering information from clients, Motivation, wealth accumulation, Financial Planning, Regulatory Compliance, maintaining client databases, Interpersonal Skills, Financial Modelling, Financial Consultancy
Skills:
entrepreneurship, Financial Planning, social media branding, Client Engagement, business development
Skills:
risk management, CRM Tools, Health Insurance, financial analysis, needs-based financial planning, Regulatory Compliance, life insurance, relationship management, retirement planning, documentation standards, client consultation, communication, savings plans, portfolio review