Financial Consultant

Job Profile Summary: You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations. Job Description: · Build and maintain clientele database · Establish Clients’ financial objectives through Fact Find · Analyse Clients’ data and determine suitable strategies to meet clients’ financial objectives · Establish and maintain a long-term relationship with clients through periodic follow-up and reviews · Adherence to a tight compliance regime in order to provide sound financial advice to clients Who we are looking for: Competencies & Personal Traits Exhibit ability to deliver effective communication and excellent interpersonal skills Possess strong leadership qualities and a mind towards excellence Analytical and strong problem solving abilities Dynamic individual who strives in fast moving environment Willing to network amongst business associates Dynamic and want to build a long term career in the Financial Industry in Singapore 21 years old and above, as per regulatory requirement Professional Qualifications Possess CMFAS M5, M9, and HI certifications Education GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent