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Financial Consultant
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Financial Consultant
primarius staffing pte. ltd.- Posted 3 days ago
- Be among the first 10 applicants
Job Description
Job Responsibilities:
- Build and maintain a strong clientele database
- Conduct fact-finding interviews to identify clients financial objectives
- Analyse client data to recommend suitable financial strategies
- Deliver tailored insurance and investment solutions to meet clients unique needs
- Establish and maintain long-term client relationships through periodic reviews and follow-ups
- Provide sound financial advice while adhering strictly to compliance and regulatory requirements
- Actively engage potential customers to expand the customer base
- Participate in structured training and mentorship programs to support career progression
- 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
Interested Candidates Kindly Whatsapp Me @ +65 8838 7279 with your updated resume.
More Info
Key Skills
About Company
Skills:
User Training, Brand Solutions, retirement planning, Financial responsibilities, Existing Client Base, career transitions, Proactive Communication, Financial and Investment Planning, Following up leads, financial review, Wealth Management, Team-oriented, wealth accumulation, Financial Consultancy
Skills:
Sincere, Customer Mindset, Wealth Management, Team-oriented, Ethical Conduct and Professional Integrity, Banking, Proactive Communication, wealth accumulation, Interpersonal Skills, Financial Consultancy
Skills:
Lifestyle, Financial Services, Sales Management, grants, Life Insurance, Customer Service, Marketing, Risk Management, Lead Generation, Wealth Management, wealth accumulation, Financial Planning, Health Insurance, Financial Management
Skills:
Networking, retirement planning, Life Insurance, Market Development, Marketing, Soft Skills, Relationship Management, Sales, Wealth Management, General Insurance, wealth accumulation, Financial Planning, Interpersonal Skills
Skills:
retirement planning, Analytical Skills, Financial Planning, Knowledge of Singapore’s financial regulations and products, Investments, Finance