$6500 + AWS + VB + allowance
5 working days, Mon – Fri, normal office hours
Location: West
Responsibilities
- Analysis of client’s financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
- Build client relationships based upon developing strategies focused on achieving the client’s financial goals through the use of financial and wealth management solutions.
- Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
- Prepare and submit recommendation documents to implement a plan selected by the client.
- Advise clients on appropriate investment products, financial and wealth management services/products.
- Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided.
- Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
- Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
Requirements
- Minimum Degree/Diploma in relevant fields or equivalent.
- Minimum 3 years of relevant experience.
- Good understanding of Financial Planning/Wealth Management advisory process is a plus.
- Excellent communication and interpersonal skills
Competitive remuneration package will be offered to the shortlisted candidate.
Interested candidates, please send your updated CV in MS Words format stating your last drawn salary, expected salary, notice period and reason for leaving last / past employment(s) and email to recruit@caed.com.sg for priority processing.
To find out more job opportunities, visit Career Edge Asia at www.caed.com.sg for all job listings.
Please connect us via LinkedIn as follows for efficient messaging:
https://www.linkedin.com/in/career-edge-asia-pte-ltd-558a18139/?originalSubdomain=sg
Do Join us at TELEGRAM by searching “CAREER EDGE JOB OPPORTUNITIES” to receive fast job alert!
Attn: Jace Tay (Registration No.: R1331152)
CAREER EDGE ASIA PTE LTD
EA Licence Number: 13C6678
To find out more job opportunities, visit Career Edge Asia at www.caed.com.sg for all job listings.
Email: recruit@caed.com.sg
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More Information
- Salary Offer $4200-$6500
