We started off as a handful of dedicated individuals in 2016 and doubled our strength over the last 3 years. We have been serving our clients through their life's journeys and adding value at their milestones. We specialize in serving both mass retail and corporate clients, and endeavor to further develop our position as the premier One-Stop-Solution for financial planning in the industry.
Your Career Success, Matters to Us.
Career Requirements :
- Singaporeans preferred due to Licensing and Allowance Schemes requirements
- Candidate must possess at least Bachelor's Degree/Post Graduate Diploma/Professional Degree in Engineering (Others), Business Studies/Administration/Management, Finance/Accountancy/Banking or equivalent.Knowledge of Powerpoint, Excel & Word will be an advantage
- Preferably Entry Level, or some Sales Experience
- Broadbase Heartskills and Softskills Training, with Sales mentorship will be provided 1 on 1
Career Responsibilities :
- Value-add retail and corporate clients by inviting them to relevant seminars
- Do yearly reviews with clients so that their portfolios keep abreast with their life stage needs
- Compare and make sound recommendations on financial products and advice, when clients enquire
- Serve retail and corporate clients with professsional and timely administrative support
- Arrange for General Insurance contracts for clients
- Enjoy the journey! We grow as individuals, as we grow with our clients
“A ship in harbor is safe — but that is not what ships are built for.” — John A. Shedd