One Degree Alliance – Financial Adviser / Financial Consultant

Company
One Degree Alliance
gmail.com
Designation
Financial Adviser / Financial Consultant
Date Listed
06 Oct 2017
Job Type
Entry Level / Junior Executive, Experienced / Senior Executive
Full/Perm
Job Period
Flexible Start - Flexible End
Profession
Accounting / Auditing / Taxation
Industry
Accountancy, Finance
Location Name
8 Shenton Way #15-02 AXA Tower
Allowance / Remuneration
$3,000 - 5,000 monthly
Company Profile

Company Overview

One degree alliance is the only company you will ever need to manage all your finances. The service we provide includes Business solution, Personal finance, Seminars-workshops, Estate planning, Insurance and investment. Utilising our network, we work with our clients to develop a long term, all-encompassing financial strategy to maximise their financial power. This is achieved by incorporating the best in market solution, insurances and investments.


Our Mission:

To enhance our client's quality of life through seeking the best financial solutions for them.


Our Vision:

Being the best value provider for our clients and a progressive leader in financial solutions.

Job Description

 

- Provides financial advices to clients.

- Recommend investment products and services suitable for clients based on their objective, resources, time horizon, risk profile and preferences.

- Understand client’s needs and develop a solid financial plan.

- Cultivate client base and continue maintaining contact to obtain feedback, as well as monitoring the progress of client’s finances.

- Conduct market research to stay abreast with new financial trends and to back up financial consulting.

- Maintain awareness of latest legislative changes that may affect client’s financial planning.

- Ensure plans are in line with current market conditions.

- Liaise with other client advisors to fully understand client’s financial objective.

- Oversee course of financial plan and keep it up to date.

- Comply with company’s rules and regulations at all time.


JOB REQUIREMENTS:

- Singaporean / PR.

- Must be at least 21 years old.

- Minimum a Diploma.

- Have PC knowledge and ability to analyse market’s financial data to provide appropriate data based advice.

- Active listening: Pay attention to client’s requirement and needs.

- Critical thinking: Figure out how to help clients meet their goals and evaluate all data available.

- Reading Comprehension: Understand and study relevant financial documents.

- Verbal Communication: Interacting with clients to proffer recommendations.

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

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