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