Financial Advisors (No Experience required)

apartmentMaestro Human Resource Pte Ltd placeToa Payoh scheduleFull-time calendar_month 

FINANCIAL ADVISER (INSURANCE)

Job Description & Requirements
  • Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Provide advice on investment strategies, retirement planning, insurance, estate planning, and tax optimization.
  • Develop personalized financial plans tailored to client needs.
  • Recommend suitable investment products such as stocks, bonds, mutual funds, and insurance policies.
  • Monitor clients’ portfolios and adjust strategies based on market conditions and life changes.
  • Maintain strong client relationships and provide regular financial reviews.
  • Stay updated on financial markets, regulations, and investment products.
  • Ensure all recommendations comply with financial regulations and company policies.
  • Generate new business through networking, referrals, and prospecting.

Requirement:

O level and above
No Experience required (Training provided)

Applicants looking for career switch are welcomed to apply

Strictly Singaporeans Only

Maestro HR
damien lee tian Hong
R1106726

16C8462

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