jobs in WEALTH ASIA LLP

Kerja Sepenuh Masa Financial Planning Consultant, Gaji tinggi SGD 3,000 di WEALTH ASIA LLP Islandwide (Singapore) - Maukerja

Financial Planning Consultant

WEALTH ASIA LLP

Islandwide (Singapore)

Kongsi
Simpan

Lokasi Kerja

  • Islandwide (Singapore) Singapore

Penerangan Kerja

Tanggungjawab

Work closely with individuals and families to understand their financial priorities and support them in areas such as wealth accumulation, financial protection, and long-term planning.

You will receive professional training and mentorship while gaining practical experience in client engagement, financial reviews, and relationship management. The role provides a pathway to develop your capabilities within the financial advisory industry.

Fresh graduates are welcome to apply.

We Provide:

  • Training support for 4 basic certifications and relevant financial advisory qualifications
  • Coaching from experienced managers and industry professionals
  • Exposure to client planning and financial review discussions
  • Joint-fieldwork opportunities for practical learning
  • Mentorship and guidance throughout your development
  • A collaborative environment with work-life balance

Key Responsibilities:

  • Meet with prospective and existing clients to understand their needs
  • Assist in reviewing clients’ financial goals and current arrangements
  • Support the preparation of wealth accumulation and protection plans
  • Develop and maintain professional client relationships
  • Provide ongoing follow-up and servicing to clients

Requirements:

  • Local Diploma, A’ Levels, or Degree in any discipline
  • Strong communication and interpersonal skills
  • Positive attitude and growth mindset
  • Willingness to learn and build a career in financial services

Peringatan Penting

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