Entry-Level Financial Planner & Client Advisor

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 55,800 - 167,400; Full time

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring for a role based in Labrador Park, Singapore. The position involves conducting thorough financial assessments and developing tailored financial plans, including investment strategies and tax optimization.

The ideal candidate will possess excellent communication and analytical skills and be open to those without prior experience. The salary ranges from $5,000 to $15,000, with flexible 9am – 6pm working hours.

Qualifications

• Open to candidates with no experience.
• Strong analytical and problem-solving skills required.
• Ability to work independently and as a team player.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans and investment strategies.
• Recommend suitable financial products based on clients' needs.

Skills

Interpersonal and communication skills

Analytical and problem-solving skills

Teamwork

Independent work

Education

Minimum GCE A level

Tools

Microsoft Office applications

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring for a role based in Labrador Park, Singapore. The position involves conducting thorough financial assessments and developing tailored financial plans, including investment strategies and tax optimization.

The ideal candidate will possess excellent communication and analytical skills and be open to those without prior experience. The salary ranges from $5,000 to $15,000, with flexible 9am – 6pm working hours.