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Financial Planner x5

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  • Date Listed 11/03/2019
  • Job Type Full-Time
  • EA License Number 12C6126
  • Company Name Maxximus Consultancy
  • Education Level A-Level


1. Prospecting for new clients who are interested in mapping out their financial plans

2. Develop trust and confidence with the clients

3. Understand their needs and concerns while analyzing their present situations

4. Prepare detailed financial plans to achieve their lifestyle goals

5. Assist them to implement the best possible financial solutions to achieve their goals

6. Monitor and review every 6-12 months on client’s priorities and provides quality after sales service

Incentives include:

• High commission scheme with base salary option

• Opportunity for Management role within 2 years

• Free trainings/skills upgrading

• Expenses-paid semi-annual/annual overseas incentive trips

• Flexible working hours

• Fresh graduates are most welcome to apply.


Positions are available for top Insurance providers in Singapore.

Candidates are advised to send their CV in MS word format together with a recent photo to

EA License No: 12C6126

Max Tan R1222788

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Buona Vista / West Coast
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