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Financial Services Consultant

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Responsibilities:

To acquire and develop client accounts

To perform financial needs analysis and customize financial portfolios for individual and corporate clients

To maintain client accounts and advise on areas of:

Education Planning

Wealth Accumulation

Investment Planning

Retirement Planning

Estate Planning

Mortgage Protection

Income Protection

Business Insurance

Skills:

Candidates who possess at least GCE A Levels or International Baccalaureate Diploma qualification or a diploma awarded by a polytechnic in Singapore or equivalent


Candidates with sales/advisory experience; or those who possess CMFAS qualifications will have an added advantage.


If interested, kindly message me thanks!

For your application to be considered, kindly attach your resume.


Responsibilities:

To acquire and develop client accounts

To perform financial needs analysis and customize financial portfolios for individual and corporate clients

To maintain client accounts and advise on areas of:

Education Planning

Wealth Accumulation

Investment Planning

Retirement Planning

Estate Planning

Mortgage Protection

Income Protection

Business Insurance

Skills:

Candidates who possess at least GCE A Levels or International Baccalaureate Diploma qualification or a diploma awarded by a polytechnic in Singapore or equivalent


Candidates with sales/advisory experience; or those who possess CMFAS qualifications will have an added advantage.


If interested, kindly message me thanks!

For your application to be considered, kindly attach your resume.


ONLINE RESUMES WILL ALSO BE IGNORED.


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City Hall / Clarke Quay
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