Description du poste
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
jiawei@placement.com.sg OR
WhatsApp +65 80863812 (wa.me/+6580863812)
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Roles and Responsibilities
• Formulate customized wealth blueprints tailored to the distinct financial goals and asset protection needs of each individual.
• Assist account holders with strategic financial mapping across retirement horizons, educational funding, and investment vehicles.
• Offer targeted advice to clients regarding capital growth frameworks aligned with their long-term objectives.
• Build long-term and trusted relationships with clients.
• Stay informed on shifting market dynamics, asset instruments, and macroeconomic trends impacting the financial landscape.
What We Offer:
• Access to multiple battle-tested systems engineered to launch and accelerate your professional trajectory.
• Zero requirement to solicit personal networks, family members, or friends to generate prospective business.
• provide customizable leads platform
• Provide 1 to 1 mentorship.
• Comprehensive developmental modules led by industry specialists to sharpen both your technical expertise and interpersonal capabilities.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.
Eligibility
• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Display a high level of dedication, intrinsic motivation, and a strong drive to excel.
• No work experience required.
Technical Skills and Competencies You Will Learn
• Core Principles of Risk Management and Asset Allocation Frameworks
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management
By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.