Our team is expanding and looking for motivated individuals who are passionate about bettering the lives of others while working on your personal growth.
Through personalized coaching with an award-winning mentor, you will be up-skilled in extensive financial knowledge on Wealth Accumulation/ Wealth Protection/ Estate & Legacy Planning. You can also look forward to a fulfilling experience in the finance sector with the support of a young and dynamic team.
Responsibilities:
- Prepare financial plans that suit the client's needs and goals
- Design and deliver personalized portfolio solutions to help clients work toward their financial goals
- Prepare investment and market outlook for clients with investment portfolio
- Yearly policy review on expectations and deliverables
Job requirements:
- Singaporean / PR
- Local Diploma or A-level Certification
- Fresh Graduates / Undergraduates / Mid-career switches
- Passionate Individuals who are keen to explore the finance sector
- Individuals who wish to challenge themselves for exponential growth
What you should possess:
- Strong interpersonal skills
- Integrity to always place the client's interest first
- Learner's attitude in exploring opportunities
- A heart for growth and excellence
What to expect:
- Young and dynamic team culture
- Personalized coaching from mentors ranked Top 10% Globally
- Customized career development plan
- Vast network of clientele across different industries
