Job Description

Responsibilities
  • Determine current financial situation
  • Customise solutions to suit needs
  • Take action to implement
  • Help clients prioritize needs and manage cashflow
  • Develop wealth management strategies
  • Plan for their children's education and their retirement needs
  • Provide advice on financial and investment plans
  • Guide them in saving more of their income
  • Help clients achieve their financial goals
  • Provide information for them to make better decisions
  • Offer affordable solutions and options to choose from
Contractual Period
  • Permanent
Location
  • Jurong East / Tampines
Working Hours
  • Flexible hours
Requirements
  • Excellent customer focused mindset
  • Personable, sincere, strong integrity & determination
  • Candidates without insurance certificates are...

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