Financial Consultant (Leads will be provided)

YUAN EMPLOYMENT AGENCY
  • Job category
    Banking and Finance, Insurance, Sales / Retail, Telecommunications
  • Job level
    Junior Executive
  • Contract type
    Permanent
  • Location
    Islandwide
  • Salary
    S$2200 - S$5000

Job Description

Job Title:

Financial Consultant (Leads will be provided)


Job Descriptions:

• Financial Planner

- Establish clients' financial goals

- Determine the current financial situation

- Identify shortfalls

- Customise solutions to suit needs

- Take action to implement solutions

- Review regularly clients' financial plans

• Trusted Advisor

- Help clients prioritise needs and manage cash flow

- Plan for their children's education and their retirement needs

• Financial Coach

- Help clients avoid procrastination

- Provide advice on insurance plans

- Guide them in saving prudently

• Financial Solutions Provider

- Help clients achieve their financial goals

- Provide information for them to make informed decisions

- Offer affordable financial solutions and options to choose from


Working Location:

Reporting Office – Newton


Working Hour:

Regular hours, Mondays - Fridays


Salary:

SGD 2,000 - SGD 3,000 + Comm


Requirements:

- Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.

- Good knowledge of banking, wealth management & insurance products is an added advantage

-Excellent customer-focused mindset

-Personable, sincere, strong integrity & determination

-At least 21 years an above. This is a regulatory requirement.

-Required to attain CMFAS certifications M5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.


Closing on 20 Jan 2021

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