ACHO – Financial Planner

Company
ACHO
pruadviser.com.sg
Designation
Financial Planner
Date Listed
09 Apr 2020
Job Type
Entry Level / Junior Executive
Part/Temp
Job Period
Flexible Start - Flexible End
Profession
Insurance
Industry
Insurance
Location Name
Tanjong Pagar, Singapore
Address
Tanjong Pagar, Singapore
Map
Allowance / Remuneration
$1,000 - 1,500 monthly
Company Profile

We are a leading financial services group with over 10 years of experience in providing financial solutions to our valued clients. We seek to educate by providing quality financial advice to meet people’s protection and security needs. As we are currently expanding our team of highly motivated and vibrant achievers, we are seeking candidates of similar attitudes, goals and calibre to join our team.

Job Description

Financial Planner (Part Time) | $1000 - $1500 Basic | Flexi Working Hours | Tanjong Pagar


Here's what to expect:

  • Salary: Basic allowance ($1000 - $1500) + Attractive Commission (You get to be in control of your own earnings!)

  • Flexible working hours and days

  • Able to do work activities with your colleagues or own your own (Up to your own preference!) 

  • Overseas incentive trips 

  • 1 to 1 mentoring + Group training by senior managers to ensure you are well equipped with necessary knowledge in the field

Duties and Responsibilities

  • Analyse and manage client’s financial portfolios

  • Develop and recommend a comprehensive financial plan to help the clients achieve their financial goals in different phases of life.

  • Acquisition of new clients and maintaining relationships with existing clients by providing sound financial advice and excellent customer service

  • Contact potential corporate clients via phone or emails to establish rapport and set up business meetings

*Fresh Graduate w/o experience are welcome. Training will be provided

Job Requirements

  • Minimum Degree/ Diploma

  • At least 21 years old

  • Singaporean/Singapore PR only

  • Able to converse in Mandarin to liaise with Chinese speaking associates

  • Excellent communication and interpersonal skills

  • Preferably with customer-service related experience

  • Independent, self-motivated and driven

This position is already closed and no longer available.  You may like to view the other latest internships here.

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