About this role
JOB DESCRIPTION To profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc. Engage in business development activities, including client presentations, seminars, and workshops. JOB REQUIREMENTS Self-motivated, with a strong will to excel in a competitive environment. Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred. Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment. Pleasant personality and good learning attitude. Experience in marketing/sales is an added advantage.
What they're looking for
IFRSPower GenerationFinancial Statements AnalysisTeamwork
About Financial Alliance Pte. Ltd.
Industry: Financial & insurance
Frequently asked questions
What does a Financial Advisory Representative at Financial Alliance Pte. Ltd. do?
JOB DESCRIPTION To profile clients' needs and provide them with purposeful financial advice. To acquire new clients through your own means or through our dynamic range of business development and sales activities. Actively develop a financially independent and savvy clientele through meaningful use …
What skills does this Financial Advisory Representative role need?
Key skills for this role include IFRS, Power Generation, Financial Statements Analysis, Teamwork.
How much does a Financial Advisory Representative at Financial Alliance Pte. Ltd. pay?
This role lists a salary of S$4,000 – S$8,000 per month.
Is this Financial Advisory Representative role remote, hybrid, or on-site?
The listing is based in D07 Middle Road, Golden Mile. Check the posting for remote or hybrid options.
How do I apply for this Financial Advisory Representative role?
You can apply directly on Financial Alliance Pte. Ltd.'s careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.