Job Requirements
Job benefits
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Flexible work hours
Productivity curve is not something steady and consistent as it depends on each person's unique traits and preferences. At our company, as long as your team is in sync and your goal is hit, you can flexibly decide when you want to work.
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Remote work options
Thanks to technology, we no longer have to be physically present at the office to be productive. Joining our company allows you to work anywhere without place-constraint.
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Team-building events
Our company simply cannot function well without teams of people working together. That said, we provide numerous team-building activities and events for you and your team to nurture meaningful relationships between every individual.
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Career growth
Ever feel stuck with your career? We don't hire you simply because we needed to fill an empty slot. Together, we will help you shape and grow your career so you can progress further and rediscover your true sense of purpose at work.
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Job description for Financial Services Consultant at AcefinX Group
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client 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 goals.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance require changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
- Singapore/PR
- At least a diploma in any field
- 21 years old and above
- Experience in sales and finance preferred, but not required. Training will be provided.
- You fix your own working hours.
- Clear career progression path (check out our website to learn more).
- Maximised earning potential - you will be able to control your income and work satisfaction.
- Transport allowance, insurance coverage, generous bonuses.
- AIA Alexandra