Financial Consultant

WINZ VENTURE PRIVATE LIMITED

D01 Cecil, Marina, People’s Park, Raffles Place, 8 CROSS STREET MANULIFE TOWER 048424
Sgd 3,000 - 8,000 / monthly pm
On-site
Wealth management
Referrals
Long-term customer relationships
WINZ VENTURE PRIVATE LIMITED is seeking a Financial Consultant to help clients develop personalized financial strategies for investments, insurance, and retirement. The role is ideal for recent graduates, aspiring entrepreneurs, or professionals looking for a new career, and offers personalized mentorship and flexible working hours

Job Summary

  • A Career with Purpose and Rewards! Financial planning is a dynamic process of partnering with clients to craft tailored strategies that align with their unique goals and aspirations
  • As financial consultant, we guide individuals through managing investments, insurance, and retirement plans, ensuring they achieve financial stability and growth
  • The Responsibilities: Conduct financial assessments with clients to understand their needs and goals and develop personalized financial plans that address protection, investment, and retirement needs

Matching Summary

Match Score: 85

WINZ VENTURE PRIVATE LIMITED is seeking a Financial Consultant to help clients develop personalized financial strategies for investments, insurance, and retirement. The role is ideal for recent graduates, aspiring entrepreneurs, or professionals looking for a new career, and offers personalized mentorship and flexible working hours.

Salary

SGD 3,000 - 8,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Referrals
  • Long-term Customer Relationships
  • Financial Planning
  • Good Interpersonal Communication Skills

Nice-to-have

  • Investments
  • Customer Relationships
  • Building Customer Relationships
  • Persuasiveness
  • Networking
  • Retirement Planning
  • Financial Advisory
  • Financial Services

Key Requirements

  • Minimum 2 years experience

Work Rights

Tailored Resume

Cover Letter