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 Highlights
- Flexible working hours
- Endless opportunities
- Supportive environment
Job Description
Job Requirement
· At least a full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent
· 21 and above (Regulatory requirement)
Singaporean/PR only
· Excellent communication and interpersonal skills
· Independent, self-motivated and driven
Job responsibilities
· Analyse and manage client’s financial portfolios
· Develop and recommend a comprehensive financial plan to help the clients achieve their financial goals in different phases of life.
· Acquisition of new clients and maintaining relationships with existing clients by providing sound financial advice and excellent customer service
· Ability to manage and execute business forecast and targets on day to day
*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