Job Description • Prepare and present financial planning concepts. • Formulate financial plans and strategies. • Compare financial products and services across the industry. • Stay current and be aware of changes in CPF, HDB, legal and tax laws. • Ensure client loyalty through high standards of customer service. • Build and enhance client relationships.
Benefits • Allowance + Incentives + Profit Sharing • Progressive to Entrepreneurship Model with Unlimited Income • Comprehensive Training Program with Individual Mentoring and Coaching • Work-Life Balance with Flexible Working Hours • Travel Opportunities
Key Roles • Acquire, Advise & Accompany Clients in their Life’s Financial Journey • Provide a wide range of Financial Products & Service. • Management of Client’s Financial Portfolio
Areas of Financial Planning • Budget and Cash Planning • Education Planning • Estate Planning • Insurance Planning • Investment Planning • Retirement Planning • Tax Planning
Requirements • Singapore Citizens. • 21 years old and above. • Diploma or Degree in any field. • Self-motivated with a positive attitude. • Possess the ability to approach and communicate with a broad range of people. • Candidates with no work experience are welcome to apply.