To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
*************
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
1. Client Advisory & Relationship Management
Pinpoint and approach prospective clients.
Conduct holistic financial needs analysis.
Create tailored wealth management strategies.
Build long-term client relationships.
Deliver consistent portfolio evaluations and performance updates.
2. Product & Solution Structuring
Recommend suitable solutions including Life Insurance, Health Insurance, Investment-linked Policies, Retirement Planning Solutions + Savings and Wealth Accumulation Plans
Explain product features, risks, and benefits clearly
3. Compliance & Documentation
Ensure adherence to regulatory and compliance standards (e.g., MAS guidelines in Singapore).
Fill out all required paperwork with precision and high ethical standards.
Maintain proper client records.
4. Continuous Professional Development
Stay updated with financial products and market trends
Attend training sessions and professional development programs
Required Qualifications
Relevant certifications (e.g., CMFAS modules in Singapore)
Strong interpersonal and communication skills
Sales-driven, self-motivated, and goal-oriented
By applying, you consent that the contents of your CV and job-seeking preferences 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.
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