Financial Wellness Advisor

GMP Technologies; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking individuals to provide sound financial advice and build lasting relationships with customers. Responsibilities include engaging in customer events and proactively acting on leads. Ideal candidates possess GCE A Levels, Diplomas or Degrees in any field, with strong interpersonal skills. CMFAS certifications are preferred but not mandatory. This is a great opportunity for those keen on helping customers achieve financial competency.

Qualifications

• Min GCE A Levels, Diploma or Degree in any field.
• No prior experience required.
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred but not necessary.

Responsibilities

• Provide sound financial advice with proper fact-finding.
• Build & maintain long-lasting relationships with customers.
• Capitalize on sales opportunities via customer events.

Skills

Interpersonal skills

Customer service

Sales conversion

Education

GCE A Levels, Diploma or Degree in any field

Job description

A financial services company in Singapore is seeking individuals to provide sound financial advice and build lasting relationships with customers. Responsibilities include engaging in customer events and proactively acting on leads. Ideal candidates possess GCE A Levels, Diplomas or Degrees in any field, with strong interpersonal skills. CMFAS certifications are preferred but not mandatory. This is a great opportunity for those keen on helping customers achieve financial competency.