Job Responsibilities

* Provide financial planning, insurance and investment services to clients * Assess client’s overall financial position, and understand their needs to devise an moappropriate financial plan * Work with support staff to establish client records and update their files * Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances * Act as liaison to insurance providers and other financial professionals

Job Requirements

* Minimum Polytechnic Diploma/Degree holder. * Required language(s): English &Chinese * Age Requirement: Above 21 years old (MAS compliance). * Essential Skills: Good interpersonal skills, leadership qualities. * Attitude: Committed, sales-driven, and eager to succeed. * PR or Singaporean

Required Languages

Mandarin, English