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Financial Services Consultant

Keywords / Skills : Diploma in any field, Bachelor’s Degree or Professional Degree in any field, Highly motivated and self-disciplined, Good analytical mind and willingness to learn, Good interpersonal skills, Trustworthy

0 - 0 years
Posted: 2018-04-16

Industry
Banking/ Financial Services
Function
Sales/ Business Development
Banking, Insurance & Financial Services
Role
Insurance Advisor - General
Education
Bachelors/ Degree, Diploma/ Non Degree Tertiary, Masters/ Post Graduate
Posted On
16th Apr 2018
Job Description
Requirements

- Diploma, Bachelor’s Degree or Professional Degree in any field.

- Highly motivated and self-disciplined

- Good analytical mind and willingness to learn

- Good interpersonal skills; confident, positive and approachable

- Trustworthy

Duties and Responsibilities

- To develop new clients and maintain good client relationship

- Counsel clients on financial planning and investment opportunities, meeting the clients’ needs, goals and tolerance for risks

- Counsel high networth individuals and families on wealth management and legacy planning

- Keeping abreast of the financial markets, constantly monitoring the specific investments in client’s portfolio

Support and Benefits

- Comprehensive and structured training curriculum

- Continuous professional development and Recognition

- Excellent career advancement prospect, opportunity to develop leadership and management skills

- Very high income potential

- *Monthly allowance of up to $8000 per month

*Terms and conditions apply



About Company

We believe in challenging our people to their fullest potential. Established since 1991, we have a wealth of market experience and a range of training and market specializations. Therefore, we can offer you greater exposure to new experiences and opportunities for growth and development. Reach greater heights and achieve your career goals with us.

Big market opportunities await. Almost everyone has financial needs yet to be addressed; they are waiting for the right consultant whom they can trust. We provide financial planning services to individuals and organizations in the areas of Investment Planning, Retirement Planning, Insurance and Risk Management, Children Education Funding, Wealth Accumulation and many others.

Call us at 6349 6201 / 9277 7708 or email your resume at derricklim@aia.com.sg


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