Job Requirements
Less than a year of experience
This job post is managed by
Phebe Yeo
Last active 2 years ago
Job description for Financial Consultant at Phebe Yeo & Associates
JOB DESCRIPTION FOR FINANCIAL CONSULTANT
Job Highlights
- Increasing Income with a purpose
- Flexible Working Hours
- Learning Opportunities
- Retrenchment Proof Job
Job Requirement
- 21 years old and above, Singaporean/ PR only ( Regulatory requirement)
- At least a full certificate in GCE 'A' level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent
- Excellent communication and interpersonal skills
- Independent, self-motivated and driven
Job Responsibilities
- Analyse and manage client's financial portfolio*
- Develop and recommend a comprehensive financial plan to help clients achieve their financial goals in different phases of life
- Acquisition of new clients and maintaining relationships with existing clients by providing financial advice and excellent customer service
- Ability to manage and execute business forecast and targets on day to day
* There will be inhouse training that will equip you the skills needed.
*Terms & Conditions Apply. Commissions and Incentives are payable based on individual performance
TAGroup
A group of agency units of Prudential Assurance Company Singapore (Pte) ltd
Reg. No. 199002477Z
1121/06Oct22