We are a group of young and fun-loving individuals with an unwavering mission to provide not just the mundane financial planning, but also to build and nurture a delightful and beneficial experience for all our friends, family, clients and co-workers!
We are a team of highly empowered individuals, driven by the desire to create a pleasant financial planning experience for all our clients. Our clients, will always be our top most priority and our vision is to provide the best and most relative market insights to our clients, and always being there in time for their needs.
We think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations. With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. We want to impact lives beyond finance.
With that, our team exhibits a young, dynamic and high performance culture that you will have to experience it for yourself! We pride ourselves in an open environment where we constantly improve to meet above and beyond our clients’ expectations.
So... Are you our new hustler to join our ever-growing family?
Aloha!
As a Financial Services Consultant, you'll be required to perform the following:
- Clients Acquisition – Acquiring new clients on board.
- Managing and building client portfolios.
- Liaising with prospective/existing clients on sales and product enquiries.
- Up to date with information on existing financial products and services
- Perform extensive client financial statement analysis
- Strategically plan product portfolio based on the Client’s financial needs.
What we will offer you:
- A fun and vibrant environment (No more boring office jobs!!)
- Professional and Personal Development
- One-to-one coaching on financial knowledge and sales.
- Advancement to Management positions – you will be trained with all the soft skills required and groomed for managerial positions!
- Travelling opportunities! (Travel around the world with us!)
However,
We would require you to be (at-least):
- 21 years old and above. (Guys must complete NS before applying!)
- Singaporean / PR
- Local Diploma Graduates / GCE A Levels Graduates
- English Speaking
Related Job Searches:
- Company:
Tan Wei Kiat & Associates - Designation:
Financial Services Consultant - Profession:
Banking / Finance - Industry:
Finance