JTG Credence – Wealth Advisor

Credence is a leading financial services group with over 15 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. We are currently expanding our team of highly motivated and vibrant achievers, and are seeking candidates of similar attitudes, goals and calibre to join our team.

Guided by the mission, vision, and values, Credence Group is in constant pursuit of achieving world-class standards in instructional practice, operating system, culture and most importantly bringing valued service to the clients. Our organisation believes in impacting lives and paying it forward.

Job Highlights

• Making a difference in the lives of others.
• Work-life balance (You set your own schedule).
• In-house training conducted by top associates to enhance skill sets.
• Mentorship Attachments.
• Friendly and family-oriented working team.
• Opportunity for career advancement into management track.
• Bonus + commission + incentives. (+ incentive overseas trips!)

Responsibilities:

• Work with clients to create solid wealth protection, accumulation and investment portfolios based on their concerns and interests.
• Establish clients' financial goals & implement solutions to meet their needs.
• Assist clients with the planning for their different phases in life (children's education, wealth, protection and their retirement needs).
• Provide sound financial advice and excellent customer services to clients.
• Build and maintain relationships with existing and new clients.

Requirements:

• Candidate must possess at least a: Minimum academic qualifications of a full certificate in diploma awarded by a polytechnic in Singapore or equivalent / Degree in any field.
• Candidates who have recently completed their tertiary education may apply
• No experience required, as training will be provided 🙂