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