Financial Consultant，空缺：暂时招五位

招聘

• 准证要求: PR或公民 
• 职位: 业务销售 其它职位 
• 工作性质: 全职 
• 发布人: 公司直招
• 招聘人数: 5
• 性别要求: 男 女 
• 学历要求: 本科 研究生 博士 
• 联系人: 周立平
• 电话:

Financial Consultant
Vacancies: 5

Are you passionate about empowering individuals and families to achieve their financial goals and secure their futures? Do you have a knack for understanding complex financial matters and providing valuable insights to help others make informed decisions? If so, we have an exciting opportunity for you to join our team as a Financial Consultant!

We are a team of Certified Financial Planner professionals dedicated to providing comprehensive financial planning and insurance solutions to our diverse clientele. Our mission is to deliver personalized services that empower our clients to build a secure financial foundation, grow their wealth, and safeguard their assets. As a team, we believe in fostering a collaborative environment where creativity, innovation, and continuous learning are encouraged and celebrated.

Role:
As a Financial Consultant, you will be responsible for offering tailored financial advice and solutions to our clients based on their unique needs and objectives. You will be involved in analyzing financial data, assessing risk tolerance, and designing customized strategies that align with our clients' long-term financial aspirations.

Key Responsibilities:
- Conducting in-depth financial assessments and understanding clients' financial goals.
- Developing personalized financial plans and investment strategies.
- Providing expert advice on insurance policies and helping clients select appropriate coverage.
- Assisting clients in optimizing their investment portfolios and managing risk.
- Staying up-to-date with industry trends, regulations, and financial products.
- Building and maintaining lasting relationships with clients through regular communication and reviews.
- Collaborating with a team of professionals to deliver holistic financial solutions.

Requirements:
- Minimum 21 years old.
- Diploma or Degree holder, or other equivalent qualifications.
- Singapore Citizen or Permanent Resident.
- Excellent interpersonal and relationship-building skills.
- Strong analytical skills and the ability to communicate complex concepts in a clear and understandable manner.
- Results-driven with a passion for helping clients achieve their financial objectives.
- Existing FA Reps are welcome to apply.

What We Offer:
- Competitive compensation and performance-based incentives.
- Extensive training and professional development opportunities.
- Access to cutting-edge tools and technology to enhance your productivity.
- Supportive and collaborative team environment.
- A platform to make a significant impact on clients' lives and financial success.

Join Now!
If you are ready to make a difference in people's lives and advance your career in the financial services industry, we want to hear from you! Let's work together to shape a more secure financial future for our clients and yourself!

https://form.jotform.com/232057799921467