Personal Financial Planner
Confidential
Singapore, Singapore
5d ago
source : CareerBuilder

Responsibilities : Learn to advise clients on the best way to achieve their needs and objectives Build up your network of potential clients, building rapport and maintaining good business relationships with them Assists clients in managing their wealth and retirement and offer relevant and timely advice on possible solutions to achieve their goals Plan, construct and execute a customized concrete and progressive solution to cover and meet all areas of clients’ objectives to within the agreed timeline Requirements : Minimum full certificate in GCE A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent Minimum of 21 years old Prior sales experience preferred but not mandatory Are mature and independent with a positive mindset Are driven and hungry to achieve success Possess strong customer service skills with excellent written and verbal communication Interested applicants with no experience are welcome to apply Having previous sales experience will be an advantage Perks and benefits we provide : Performance-based incentives Industry and company recognition, e.

g Million Dollar Round Table and Top Financial Services Consultants Award Continuous professional development through comprehensive training and development program Clear career path for potential leaders to be trained for future Strive in a fast-paced environment, where work-life balance is important to us

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