As a leading financial institution, we aim to make financial planning easier for everyone - with quality financial advice and innovative products and services that serve their real needs. By helping them to be financially secure and journeying with them through their health and wellness, we aim to empower them to live life positively so that they can be life confident. Our Group's Vision is to be the pre-eminent life insurer in Asia-Pacific and admired for our excellent service and best practices. By providing the best service for our customers, we help our clients look forward to a brighter and more prosperous future.
As a Financial Services Consultant, not only will you be able to obtain the rare opportunity of being part of a leading financial institution with numerous promotion prospects, it will also pave your way and endow you with experience and competencies to pursue a career in any business/financial/banking sectors in the future.
Duties and Responsibilities*:
Determine client's financial situations and build their personal portfolios to identify shortfalls
Customise personalised solutions or plans to suit individual protection needs
Provide sound, trustworthy and professional advice to help clients prioritize needs and develop wealth management/accumulation strategies
Identify proper investment opportunities and provide guidance respectively
Assist and educate clients on making better financial/banking and investment decisions
Client liaising and engagement
Requirements:
Minimum full certificate in GCE 'A' level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
At least 21 years old (MAS requirement)
Fresh graduates and undergraduates are welcome to apply
No experience required (prior experience will be a bonus) as on-job training and professional guidance by mentors will be provided
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- Company:
Team LGT - Designation:
Financial Services Consultant - Profession:
Accounting / Auditing / Taxation - Industry:
Finance