Customer Service/Account Servicing Representatives - Bedok

If you are driven, passionate about learning about personal investment and good in financial numbers, ready to embark on a rewarding journey filled with purpose and potential, we have a good opportunity for you. Our client's business is focused on creating a better future, ethical practice and financial well -being for their clients.

They stand by each other, offering support and encouragement to ensure your journey with them is fulfilling and rewarding.

• Craft financial plans that aligned with our client goals and aspirations.
• Analyze financial data and provide correct recommendations to clients.
• Conduct research and stay up to date with financial products, industry trends and regulations.
• Direct clients to financial reports to make informed decisions.

• Minimum educational qualification: GCE 'A' Levels, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Entrepreneur can-do mindset.
• Strong analytical and numerical skills.
• Positive attitude and strong passion for financial planning.
• Excellent organizational, communication and teamwork skills.

• Comprehensive financial training and professional development.
• Learn more about personal wealth and investment planning for current/future retirement needs.
• Attractive remuneration/incentive scheme.
• Flexible work time.
• Hybrid work mode, work from home.
• Team support in learning how to handle customer rejections and generating leads.

Please note that only shortlisted applicants will be updated.