Sales Assistant 

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  • Date Listed26/03/2020
  • Job TypeFull-Time
  • Company Website
  • Company NameAdvisors' Clique

If you have a passion to serve and pay it forward, are committed to continuous learning, and value teamwork and long-lasting relationships, we'd love to welcome you to partake in our shared vision.

- Working with clients to develop individualised financial plans by gathering their information regarding investments, asset allocation, financial preservation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analysing financial plan results; identifying and evaluating new financial strategies; recommending changes with accordance to their goals and plans.

- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

- Clear career progression and remuneration in accordance to individual’s effort and comfort level with flexibility to when, where and how you engage in your work.

Job Requirements

Full GCE ‘A’ Level – includes at least passes in 3 “Higher 2” and 2 “Higher 1” subjects

An International Baccalaureate Diploma qualification;

A diploma awarded by a polytechnic in Singapore; or

Any other academic qualification which is equivalent to the qualification set out as above. The following guiding principles may be used to determine its equivalence;

The total number of training hours of the course if at least 900 hours, or the course duration is at least 2.5 years on a part-time basis

The assessment method is minimally 50% examination-based and;

The qualification allows for admission into a university

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