Carolina Wong & Associates specialises in comprehensive financial planning for both individual and corporate clients in all aspects of life & health insurance, investment products and general insurance.
With strong support from our partners and the focus on developing quality consultants in the agency, we strive to be the preferred financial partners for every individual not only in Singapore, but also in the region.
What do we offer
- Fixed basic pay ranging from $2000-$10000 based on relevant experience (excluding commission)
- Comprehensive training and mentorship will be provided
- Flexible working hours at central location (Orchard/Somerset)
Responsibilities of job
- Acquire new clients and develop a rapport with existing clients by conducting regular financial review and providing outstanding service
- Help clients to develop better understanding of their financial goals, needs and concerns
- Develop a financial plan to help clients achieve their financial goals at various life milestones such as providing for their retirement and children’s education through the use of our wide range of investment products
- Keep track of client’s progress towards their financial goals through regular reviews of their financial plans
- Be honest and sincere when dealing with clients to build our business based on trust, passion and professionalism
- Driven personality with a sense of accountability and responsibility to your clients
Candidate must possess at least
- A GCE ‘A’ Level certificate with passes in at least three subjects at “Higher 2” level and two subjects at “Higher 1” level;
- An International Baccalaureate Diploma qualification;
- A diploma awarded by a polytechnic in Singapore; or
- Any other academic qualification which is equivalent to the qualifications set out in the above points
- In any discipline
- CMFAS paper will be highly advantageous
What you can expect
- Attractive remuneration packages available for both new to work force and mid career switch personals
- No experience needed, coaching will be provided
- Have control over time and work flexibility
- Strong support for your success
- Yearly company trips
- Recognition for top performers
- High starting allowance
Fast tracking program to management level within 2 years
Selected candidates can expect a basic monthly allowance of up to $10000 excluding additional incentives, diploma holders starting from $2000 onwards, degree holders from $3000 onwards.
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- Company:
Carolina Wong And Associates - Designation:
Wealth Manager - Profession:
Accounting / Auditing / Taxation - Industry:
Finance