Kerja Separuh Masa, Student Advisor | Financial Advisory di Credence Singapore - Maukerja

Aspiring Banker, RM or Financial Planner?

Undergrads and Fresh Grads looking to make an impact on clients?

Join us at Credence as a Student Advisor

We are looking for Individuals who enjoy meeting new people and are on a continuous pursuit of knowledge to join our team!

Do note as per FAA-N26, Financial Advisors Act, representatives must be:

• Minimum age of 21 years old
• Posess a local polytechnic diploma or equivalent

Responsibilities

• Client Assessment: Engage with clients to understand their specific needs, goals, and challenges. eg. Retirement sum
• Strategic Planning: Provide expertise utilising a range of financial services eg. Wealth accumulation, Risk Management etc. to Develop tailored strategies to address client objectives
• Sourcing and acquisition of clients
• Implementation: Execute plans effectively, ensuring timely and successful delivery of services.
• Planning investment time horizon and executing strategy
• Identify, target and acquire clients across various wealth spectrums

Continuous Support: 

• Regularly engage with clients to reassess their needs and portfolio accordingly, ensuring their evolving needs are met.
• Stay updated on economic developments, and industry regulations to provide accurate and up-to-date advice

Benefits:

Career progressions (Exposure to Managerial and Leadership role)

Growth and Learning opportunities 

Flexible working hours and location

Attractive bonuses and incentives

Overseas conventions and exposure

1-1 Mentorship and Guidance

Supplemental Pay:

• Commission pay
• Performance bonus

*CMFAS Papers must be cleared prior to commencing work, Training will be provided

We are not currently hiring individuals who now or in the future require sponsorship for visa