Financial Wealth Planner/ Senior Financial Wealth Planner

Job Highlights

. Build relationships with clients

. Career Advancement

Job Responsibilities

Acquire and manage a pool of clients investment portfolios

. Understand clients financial objectives and investment requirements

. Provide information and comparisons for clients to make informed decisions

. Building and maintaining long-term relationship with clients

. Developing own network with new and existing clients

. Assist clients on their wealth accumulation and protection needs

. Provide recommendation to help clients meet their financial goals and needs

Job Requirements (MAS)

. At least 21 years old

. A full certificate in GCE A Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent

. Driven and ambitious to succeed

. Highly Client-focused and people-oriented

. Candidates with sales & investment experience will be highly preferred.

. Candidates with experience will be considered for a senior role