Financial Consultant

Job Description & Requirements

• Build and maintain clientele database
• Establish Clients’ financial objectives through Fact Find
• Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives
• Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
• Adherence to a tight compliance regime in order to provide sound financial advice to clients
• 21 years old and above, as per MAS regulatory requirement
• GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
• Willing to network amongst business associates
• Dynamic and wanting to build a long term career in the Financial Industry in Singapore