Financial Consultant

INSCAPE PTE. LTD.; Singapore; On-site; SGD 22,000 - 39,000; Full time

Job summary

INSCAPE PTE. LTD. seeks motivated individuals to join its investment education and advisory platform in Singapore. You will learn about investments, receive mentorship from experienced consultants, and develop knowledge in financial literacy while engaging with clients.

Role involves advising clients on portfolios, providing periodic reviews, and communicating market movements and opportunities. Open to mid-career switchers with a winning mindset and interest in financial markets.

Qualifications

• Minimum 21 years old (regulatory requirement).
• A-Levels / IB / Diploma / Degree or equivalent qualifications.
• Mid-career switch with 2–3 years experience welcome.
• Highly motivated with interest in investment and financial markets.

Responsibilities

• Advise client on investment portfolio.
• Provide regular reviews on clients' invested funds.
• Update clients on current investment market movement and present opportunities.

Education

A-Levels / IB / Diploma / Degree

Job description

We are expanding and looking for self-motivated, winning-minded individuals who are open and keen to learn about Investment, which has been a trendy topic amongst people and we are here to educate individuals. Join us today!

Job Highlights:

• Exposure to Professional and Personal Growth Development
• 1 to 1 Mentorship by experienced financial consultants
• Develop your knowledge in investment and financial literacy
• Opportunity to gain Psychological Profiling knowledge to engage with clients
• Opportunity to participate in Investment Seminars/Events by fund houses
• Enhance and groom entrepreneurship skills in a fast-paced growing company

Job Scope / Description:

• Advise client on investment portfolio
• Provide regular reviews on clients' invested funds
• Update clients on the current investment market movement and present investment opportunities

Job Requirements:

• Minimum 21 years old (regulatory requirement)
• At least a full certificate in GCE 'A-Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent, Degree holders in any field.
• Mid Career Switch with a min. of 2-3 years working experience in any field are welcome
• No experience with a driven and winning mindset are welcome as well
• Highly motivated individual with interest in investment and financial markets