Undergraduate Student Planner
Advisors' Clique
Singapore, Singapore, Singapore
6d ago
source : TalentTribe

We provide :

  • Mentorships and endless learning opportunities
  • Practical ways to empower others
  • Boundless earning potential
  • Attractive basic salary of $2,000 - $4,000* + Commission*
  • Work-life balance; flexible working hours
  • Incentive trips for good performance
  • Industry and company recognition
  • A vibrant & supportive team environment
  • As a Undergraduate Financial Planner we are looking for :

    Job Responsibilities

  • Develop skills through our training program
  • Analyse and manage clients’ financial portfolios
  • Recommend suitable plans to meet clients’ needs
  • Build meaningful, long-term relationships with clients
  • Be empowered with

  • 1 to 1 mentorship
  • Structured, ongoing training programs
  • Sponsorship of CFMAS papers, M5, M9, M9A
  • Job Requirements

  • At least a full certificate in GCE A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
  • Degree holders are preferred.

  • 21 and above (Regulatory requirement)
  • Working experience will be an added advantage
  • Motivated, self-directed & driven
  • Ability to empathise with clients
  • Excellent interpersonal & communication skills
  • Confident in relationship management
  • If you're interested for this role please email in with an attach comprehensive resume

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