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
