Wealth Planner

Industry: Financial Services

Specialism: Banking / Finance / Insurance - Financial / Insurance

Central,SG SGD 2,000 - 4,000

About Company

Our client has been in the financial industry since 1989. Their vision is to guide their clients and associates to achieve financial security and growth. Since their inception, they have trained and groomed many top financial planners, and remain committed to helping clients make informed financial decisions.

Job Description

- Provide analysis and evaluation of clients financial status
- Provide a total financial solution in insurance and wealth management
- Building a long-term relationships with clients
- Stay updated with market trends
- Regular reviews on existing clients’ financial goals and achievements
- Process documents promptly to ensure agreed solutions are in force

Job Requirements

- Minimum a "A" Levels, Diploma or Degree
- Independent, outgoing & a good team player
- Self-discipline, positive learning attitude and well organised

Compensation

- Startup Scheme + Commission + Bonus
- Fast track promotion to managerial role
- Products, soft skill training
- 1 to 1 mentorship
- Sales and recruitment leads
- Professional development and training program
- Work-life balance