Financial Advisor "#SGUnitedJobs"

Financial Advisor "#SGUnitedJobs"

Rlo General Insurance Agency
2-5 years
36000 - 120000 SGD

Job Description

Thank you for your time.

This year marks our 21st Year building our Advisory firm.

We are embarking in a talents hunt for suitable candidates to grow our financial planning practise that we have built over the last 21 years. If you and/or your friends are interested or you feel suitable for our meaningful and rewarding career, do feel free to introduce and connect us up. Thanks in advance!


We are looking for Financial Planners to help clients manage their finances. You will be your clients trusted advisor in areas including investments, cash flow, savings, and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you are analytical, meticulous and customer-oriented, we would like to meet you. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

Analyze clients financial statuses (e.g. income, expenses, and liabilities)

Examine and suggest financial opportunities (e.g. insurance plans, investments)

Help clients implement their plans and carry out transactions

Present and secure suitable financial products and services

Find and approach prospective clients

Build strong relationships to retain existing clients

Maintain updated knowledge of regulations, practices, and financial products


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Thank you.


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