Job description

Overview

• Are you looking for a career switch?
• Are you interested in the financial industry?
• Are you ready to serve a purpose and make life fulfilling?

We are actively looking for potential candidates, either fresh graduates or experienced professionals looking for a career change.

Roles and Responsibilities

• Assess clients' financial goals to develop strategies to help them meet their financial needs.
• Provide advice to clients to plan for their future such as retirement, education, endowment or investments based on their needs.
• Review and follow up with clients regularly to assess their development progress.
• Prepare and analyse financial documents policies, investment performance reports and income projections for clients.
• Build rapport and maintain positive relationships with new and existing clients.

Job Requirements

• Minimum full certificate in GCE A level, International Baccalaureate Diploma Qualification, Local Diploma Qualification or equivalent.
• Singaporean or Permanent Residents only.
• At least 21 year olds.
• Related work experience is not required.

Join us for a fulfilling career!!