Job Description

Discuss with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

Answering their questions about financial plans and strategies and giving financial advice.

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plans.

Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Key Benefits

High starting salary of $4,000 - $6,000 excluding incentives

Quarterly performance bonus of $3,000 - $5,000

Free qualifications training provided

Welcome bonus of $1,500 upon confirmation

Requirements

Singaporean/Permanent Resident only

A full certificate in GCE 'A' Level; an International Baccalaureate Diploma qualification; a diploma awarded by a polytechnic in Singapore; or any other academic qualification which is equivalent to the qualifications