Financial Consultant

PRIMARIUS STAFFING PTE. LTD.

Singapore
Stable monthly pyyouts; performance-based framewor...
Build and maintain strong clientele database
Conduct fact-finding interviews for financial objectives
Analyze client data to recommend strategies
The role involves building a strong clientele database and conducting fact-finding interviews to identify clients' financial objectives

Job Summary

  • The role involves building a strong clientele database and conducting fact-finding interviews to identify clients' financial objectives.
  • Candidates will deliver tailored insurance and investment solutions while adhering strictly to compliance and regulatory requirements.
  • The position offers structured training, mentorship, and a proven performance-based framework with stable monthly payouts.

Matching Summary

Match Score: 85

The role involves building a strong clientele database and conducting fact-finding interviews to identify clients' financial objectives.

Salary

Stable monthly payouts; Performance-based framework; Not specified

Skills & Requirements

Must-have

  • Build and maintain strong clientele database
  • Conduct fact-finding interviews for financial objectives
  • Analyze client data to recommend strategies
  • Deliver tailored insurance and investment solutions
  • Adhere strictly to compliance and regulatory requirements

Nice-to-have

  • Strong interpersonal and networking skills
  • Motivated, dynamic, and eager to build career
  • Willingness to network among business associates
  • Participate in structured training and mentorship programs

Key Requirements

  • GCE 'A' Level with passes
  • International Baccalaureate (IB) Diploma
  • Polytechnic Diploma awarded in Singapore or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter