Financial Services Consultant

PETRA GLOBAL ADVISORY PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

IBF CMFAS training

Career advancement

Lead generation

Overseas trips

Flexible working hours

One-to-one mentorship

Job summary

PETRA GLOBAL ADVISORY PTE. LTD. is seeking ambitious Financial Consultants in Singapore. You will receive comprehensive training and a proven system to become the primary advisor for clients’ finances, spanning insurance, property, business, and legacy planning.

You will access mentorship, ongoing development, and frequent overseas conventions while enjoying flexible hours and a clear path for career advancement.

Qualifications

• Full certificate in GCE 'A' Level, IB Diploma, or Polytechnic Diploma.
• 21 years old and above ( MAS requirement)
• No work experience required
• Good knowledge of banking, wealth management & insurance products is an added advantage

Responsibilities

• Provide financial guidance for clients across insurance, property, business and legacy planning.
• Be the point man for client finances, with mentorship and training support from the firm

Skills

Banking knowledge

Wealth management

Insurance products

Motivated

Integrity

Education

GCE A-Level

IB Diploma

Polytechnic Diploma

Job description

Highlights

• Generous Remuneration (up to 6 figures)
• Warm and Supportive Team with One-to-One Mentorship
• Time-tested, Proven Success System

Description

Not being appreciated at your job? Overworked and underpaid? Or just starting out but seeking to have a headstart?

If you are highly motivated, love to help others, hardworking and approachable, you are the one we are looking for!

Yes we are looking for potential Financial Consultants, but not to be just any run-off-the-mill financial consultant! We will provide the training and system to be point man for all of your clients' finances; from insurance to property, to business and even their legacy.

What We Offer

• Dedicated training and certification awarded (Institute of Banking and Finance (IBF) Level 1, CMFAS M9, CMFAS M9A, etc.)
• Great opportunities for Career Advancement & Development
• Different lead generation opportunities provided
• Annual overseas trips (conventions, planning conference, etc.)
• Flexible working hours - Work-life Harmony
• Training for Personal Growth
• One-to-one Mentorship and Personalized Guidance for success

Job Requirements

• Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• 21 years old and above (Based on MAS requirement) - we welcome candidates who are turning 21 soon.
• Good knowledge of banking, wealth management & insurance products is an added advantage
• Highly motivated, determined with strong integrity
• No work experience required

Think you've got what it takes? Maximise your potential and join our Family today!