- Singapore
全职 Financial Consultant 工作, 薪水 up to SGD 15,000, Placement Professionals 公司招聘中 - Ricebowl
分享
保存
工作地点
职位描述
岗位职责
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
*************
I also carry various other Financial Advisor (FA) roles of different seniority levels; please browse our Company Page to find out more.
*************
Join our team as a Financial Planner and embark on a rewarding career where you help individuals and businesses achieve their financial goals.
This role offers the opportunity to build meaningful client relationships while developing expertise in wealth management, protection planning, and financial solutions.
We are seeking driven individuals who are passionate about making a positive impact and growing in the financial advisory industry.
With the right mindset, skills, and dedication, you will have the opportunity to build a successful and fulfilling career.
Responsibilities
Identify and support clients’ financial goals, including income protection, savings and investments, healthcare planning, retirement preparation, business continuity, and estate distribution.
Deliver continuous value-added service and guidance to clients, helping them navigate their financial journey through different life stages.
Develop new business opportunities while managing and strengthening existing client relationships.
Conduct professional discussions and negotiate suitable agreements with potential clients.
Manage administrative processes, documentation, and maintain accurate client records.
Provide financial planning solutions for both individuals and corporations, covering risk management, wealth planning, succession, and estate strategies.
Requirements
In accordance with MAS-FAA regulations, candidates must be at least 21 years old to qualify as a financial planner.
Holds a Diploma/Degree qualification.
Prior working experience in sales is seen as an advantage.
Goal-oriented, self-motivated, and proactive in character.
Strong communication and interpersonal skills.
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Leong Jia Wei
(Reg No: R25157456)
*************
I also carry various other Financial Advisor (FA) roles of different seniority levels; please browse our Company Page to find out more.
*************
Join our team as a Financial Planner and embark on a rewarding career where you help individuals and businesses achieve their financial goals.
This role offers the opportunity to build meaningful client relationships while developing expertise in wealth management, protection planning, and financial solutions.
We are seeking driven individuals who are passionate about making a positive impact and growing in the financial advisory industry.
With the right mindset, skills, and dedication, you will have the opportunity to build a successful and fulfilling career.
Responsibilities
Identify and support clients’ financial goals, including income protection, savings and investments, healthcare planning, retirement preparation, business continuity, and estate distribution.
Deliver continuous value-added service and guidance to clients, helping them navigate their financial journey through different life stages.
Develop new business opportunities while managing and strengthening existing client relationships.
Conduct professional discussions and negotiate suitable agreements with potential clients.
Manage administrative processes, documentation, and maintain accurate client records.
Provide financial planning solutions for both individuals and corporations, covering risk management, wealth planning, succession, and estate strategies.
Requirements
In accordance with MAS-FAA regulations, candidates must be at least 21 years old to qualify as a financial planner.
Holds a Diploma/Degree qualification.
Prior working experience in sales is seen as an advantage.
Goal-oriented, self-motivated, and proactive in character.
Strong communication and interpersonal skills.
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
重要安全守则
申请工作时，切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容，请举报此招聘广告。
了解更多