Financial Planner
Industry: Financial Services
Specialism: Banking / Finance / Insurance - Financial / Insurance
Posted on 04 Apr 2024
About Company
Our client is now a successful group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA), with a strong culture and unique identity.
Job Description
- Provide expert advice in cash flow management and implement solutions for the clients to hit their long-term financial goals.
- Understand the client's financial objectives and investment requirements.
- Servicing clients through periodic insurance and investment portfolio reviews, industry and solutions updates and claims, etc.
- Develop people skills while actively expanding your network to onboard new clients.
Job Requirements
- At least a local Diploma qualification from polytechnics in Singapore
- No experience is welcomed to apply as full training and mentorship will be provided
- Self-motivated personality and positive attitude
- Proactive Mindset
- Possesses a Drive to make a difference
- Team Player
- Curiosity to learn on the job
Compensation
- Attractive Commission (No Cap)
- Year End Bonuses based on Sales Performance
- Potential Recurring Income
- Team Building Rewards
- Flexible Working Hours
- Cash incentives, overseas learning trips, overseas trips incentives.
- Career progression opportunities