Jimmy Chen & Associates was started in 2008 as an agency under Jarsonn Chua Organization. In short span of 9 years, we have grown into an agency force of more than 10 professional Financial Consultants, and developed our 1st Million Dollar Round Table Qualifier. Currently, we are in the phase of promoting more leaders of tomorrow who share the same vision and direction as our team.
In 2012, we were awarded the Singapore Management Award Bronze Category, and in both 2015 and 2017, we were awarded the Singapore Management Award Silver Category.
A Rewarding Career as a Financial Consultant Awaits You
We are looking for bright individuals who would like to join us as a Financial Consultant. If you are highly motivated, hardworking, trustworthy and really approachable, you are the one we are looking for!
Here, our financial consultants take a holistic approach in helping clients to manage their financial needs and goals.
Financial Planner
- Establish clients' financial goals
- Determine current financial situation
- Identify shortfalls
- Customise solutions to suit needs
- Take action to implement solutions
- Review regularly clients' financial plans
Trusted Advisor
- Help clients prioritise needs and manage cash flow
- Plan for their children's education and their retirement needs
Financial Coach
- Help clients avoid procrastination
- Provide advice on insurance plans
- Guide them in saving prudently
Financial Solutions Provider
- Help clients achieve their financial goals
- Provide information for them to make informed decisions
- Offer affordable financial solutions and options to choose from
Job Requirements
- Full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
- Good knowledge of banking, wealth management & insurance products is an added advantage
- Excellent customer focused mindset
- Personable, sincere, strong integrity & determination
- Fulfill regulatory requirement
- Required to attain CMFAS certifications M5, M9, M9A and HI. We will provide the necessary training and guidance for you.
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- Company:
Jimmy Chen & Associates - Designation:
Financial Consultant - Profession:
Accounting / Auditing / Taxation - Industry:
Finance