Financial Advisors

Success Human Resource Centre Pte Ltd.; Singapore; On-site; SGD 40,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking individuals to provide comprehensive financial advisory services. The role requires excellent customer focus and integrity in helping clients manage their financial situations. Key responsibilities include developing personalized wealth management strategies and providing advice for achieving financial goals. The position offers flexible working hours and requires a sincere and determined mindset.

Qualifications

• Personable and sincere with a strong work ethic.
• Flexibility to accommodate different client needs.

Responsibilities

• Determine current financial situation of clients.
• Customise financial solutions to meet individual needs.
• Develop wealth management strategies for financial goals.

Skills

Excellent customer focused mindset

Strong integrity

Determination

Job description

Responsibilities

• Determine current financial situation
• Customise solutions to suit needs
• Take action to implement
• Help clients prioritize needs and manage cashflow
• Develop wealth management strategies
• Plan for their children's education and their retirement needs
• Provide advice on financial and investment plans
• Guide them in saving more of their income
• Help clients achieve their financial goals
• Provide information for them to make better decisions
• Offer affordable solutions and options to choose from

Contractual Period

• Permanent

Location

• Jurong East / Tampines

Working Hours

• Flexible hours

Requirements

• Excellent customer focused mindset
• Personable, sincere, strong integrity & determination
• Candidates without insurance certificates are welcome

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)