Job Description for Financial Consultant

Why Choose Us?

With Singapore poised to be the next wealth management centre in the region, opportunities in the financial industry are growing. Consumers are faced with a myriad of financial products and services and their growing complexities make it difficult for a layperson to manage his wealth properly. Our job is to advise our clients on their financial matters and help them to implement suitable financial strategies to meet their goals and objectives.

In any firm, they always say that their people are their greatest assets. We can't agree more. Our core values are Ethics, Excellence, Passion, Family and Pay-It-Forward. One of the key reasons our consultants choose us over other firms is because we do things differently. We invest in our people - our assets. We provide you with two things - freedom and choice. We give you freedom to decide your business model. We offer our consultants competitive charging models. Most importantly, we treat you as our valued client - that is really the only way we know how to deliver on our promise and help you fulfill your goals. Our top associates are among the industry top earners, their income range from $150,000 to a $500,000 dollars per annum.

Responsibilities:

Selected candidates will go through a comprehensive training programme to be equipped with the relevant skills and tools to create sound Financial Strategies & build a successful advisory practice for individuals & businesses in areas including:

Financial Portfolio AdvisoryHome Loan & Debt AdvisoryPrivate Client Wealth ManagementPrivate Equity investments & Offshore hedge fundsSuccession Planning, Wills & Estate PlanningGroup and Employee Benefit ConsultancyRisk Management AdvisoryWealth Preservation

Requirements:

Candidate must possess at least a Diploma and above. Applicants should be Singaporean citizens or hold relevant residence status.Fresh graduates/Entry level applicants are encouraged to apply.Full-Time positions available.

Candidates with sales/advisory experience with the banks and the insurance companies will have added advantage.

Entrepreneurial and ambitiousHighly-driven and results-oriented with a drive for sales excellenceStrong networking skills an advantage

Candidates with leadership qualities will be put on a Fast Track development career path to team management positions within 2 years.

If you think you got what it takes and want to be among the top in the same league, please respond with your C.V (with photograph) and email to charlesneo.office@gmail.com.