The Offer
Opportunity for fresh graduates to gain exposure in a leading financial advisory
Potential promotion to full fledged consultant based on performance
Regular in-house and external trainings
The Employer
Our client is a leading pioneer in independent financial advisory in Singapore. They cover multiple platforms and have an open service model that allows their clients to have a clear visibility of their portfolio and investment choices. They aim to redefine traditional financial planning by empowering their advisors with new-age technologies to deliver well-time market advice.
The Job
You will be responsible for:
Understanding and applying product knowledge for wealth/financial planning
Product comparison of different financial plans
Understanding and applying financial plan construction and investment portfolio construction for clients
Learning and applying foundations on prospecting, marketing and sales
Building costing model to sustain the financial advisory business
Shadowing the Manager to learn how knowledge is being applied to clients
The Profile
You have at least a Diploma in any field.
You are a strong network and relationship builder.
You are a strong team player and willing to learn
You are result driven and able to work well in fast-paced environments
You are a self-starter and demonstrate a high level of resilience
Ref :38790107