Pasir Ris - Financial Advisory Representative

apartmentFINANCIAL ALLIANCE PTE. LTD. placePasir Ris scheduleFull-time calendar_month 
JOB DESCRIPTION
  • To profile clients' needs and provide them with purposeful financial advice.
  • To acquire new clients through your own means or through our dynamic range of business development and sales activities.
  • Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
  • Engage in business development activities, including client presentations, seminars, and workshops.
JOB REQUIREMENTS
  • Self-motivated, with a strong will to excel in a competitive environment.
  • Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
  • Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
  • Pleasant personality and good learning attitude.
  • Experience in marketing/sales is an added advantage.
electric_boltImmediate start

Financial Advisor

placeDowntown Core, 14 km from Pasir Ris
Qualification: Diploma holders, Fresh Graduates, or Mid-Career Switchers Remuneration: Basic allowance + Commission Company Overview Professional Investment Advisory Services Pte Ltd (PIAS), established in 2001, is one of Singapore’s leading financial advisory...
apartmentFINANCIAL ALLIANCE PTE. LTD.placeTampines, 3 km from Pasir Ris
JOB DESCRIPTION  •  To profile clients' needs and provide them with purposeful financial advice.  •  To acquire new clients through your own means or through our dynamic range of business development and sales activities.  •  Actively develop...
apartmentJust Recruit Singapore Pte LtdplaceGeylang, 9 km from Pasir Ris
Our client, a reputable bank in the Central Region, is seeking a Client Financial Advisor to provide personalised financial planning services that help clients achieve their financial goals. This full-time role offers a chance to build meaningful...