Financial Consultant

Elson Wong & Associates; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial consultancy firm in Singapore is seeking exceptional individuals for the role of Financial Consultant. Responsibilities include establishing clients' financial goals, customizing financial solutions, and regularly reviewing portfolios. Applicants should possess relevant educational qualifications, a strong customer focus, and a commitment to integrity. This role offers flexibility and the opportunity to make a difference in clients' lives.

Benefits

Flexibility and work-life balance

Continuous training and development

Establishment allowance of up to 24 months

Qualifications

• Full certificate in GCE 'A' Level, International Baccalaureate Diploma, or diploma awarded by a polytechnic in Singapore.
• At least 21 years old as per regulatory requirement.
• Required to attain CMFAS certifications RES5, M9, M9A, and HI.

Responsibilities

• Establish clients' financial goals.
• Protect the future for families and their loved ones.
• Build clients' wealth and prepare them for longevity.
• Customise solutions to help clients achieve their financial goals.
• Regularly review clients' financial portfolio.

Skills

Customer focused mindset

Knowledge of banking and wealth management

Integrity

Determination

Education

Full certificate in GCE 'A' Level or equivalent

Degree preferred

Job description

We LISTEN to your career aspirations AND we UNDERSTAND what you want.

The Role

A Career as a Financial Consultant is meant to be challenging yet exciting. We are looking for exceptional individuals who can rise to the occasion and are looking to be difference. If you think you make the cut, you are the one we are looking for!

Elson Wong & Associates is an agency with Distinct Professionals Group (DPG), a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. Our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.

Responsibilities

• Establish clients' financial goals

• Protect the future for families and their loved ones

• Build clients' wealth and prepare them for longevity

• Customise solutions to help clients achieve their financial goals

• Regularly review clients' financial portfolio

Benefits and Rewards

• Making a difference in other's lives

• Flexibility and work-life balance

• Cultivate your entrepreneurial aspirations

• Continuous training and development

• Establishment allowance of up to 24 months for selected candidates*

• Tablet to be given to successfully contracted candidate*

*Terms & conditions apply. Commissions & incentives are payable based on individual performance.

Job Requirements

• Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.

• Good knowledge of banking, wealth management & insurance products is an added advantage

• Excellent customer focused mindset

• Personable, sincere, strong integrity & determination

• At least 21 years old (regulatory requirement)

• Required to attain CMFAS certifications RES5, M9, M9A and HI. Prudential will provide the necessary training and guidance for you.

To apply, please send your resume to us by clicking on "Apply Now" button below. Only shortlisted candidates will be notified.

Elson Wong & Associates

an agency unit of Prudential Assurance Company Singapore