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Financial Services Consultant
in Singapore - Central

Financial Services Consultant at Confidential company in Central

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Posted on July 25, 2016

Job details

This position will equip you with quality hands-on experience and in-depth business knowledge in the financial services industry to launch an outstanding and rewarding sales career. The soft skills and experiences gained in this role will add value to your career path as the skills can be applied across a plethora of job opportunities and bring you further in life.

What we offer:

1. Attractive commission with basic pay

2. Overseas incentives trips

3. Personal mentoring from the top management level to ensure that you are guided by the best


Job description:

1) Be a Financial Planner

  • Establish clients' financial goals 
  • Determine current financial situation and identify shortfalls 
  • Provide customised solutions to suit needs 


2) Be a Trusted Advisor

  • Help clients prioritize needs and manage cash flow 
  • Develop wealth management strategies 
  • Advise clients to plan for their short term responsibilities and their retirement needs 

3) Be a Financial Coach 

  • Identify the proper opportunities for clients 
  • Provide quality and sound advice on financial and investment plans 
  • Equip clients with the necessary knowledge for proper saving techniques 


4) Be a Financial Solutions Provider

  • Assist clients in achieving their financial goals 
  • Educate them to make better decisions 
  • Offer affordable solutions and options that suit their needs 


Job requirements:

  • Minimum academic qualifications of a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent 
  • Determined and hardworking 
  • Willingness to learn 
  • Highly motivated with the drive to succeed 


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