Financial Advisor

MAGENTA CONSULTING SERVICES PTE. LTD.

Singapore
Analyze client financial needs
Establish client financial objectives
Maintain long-term client relationships
You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs

Job Summary

  • You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs.
  • The role requires building and maintaining a clientele database while establishing clients' financial objectives through Fact Find.
  • Adherence to a tight compliance regime is mandatory to ensure the delivery of sound financial advice.

Matching Summary

Match Score: 75

You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs.

Skills & Requirements

Must-have

  • Analyze client financial needs
  • Establish client financial objectives
  • Maintain long-term client relationships

Nice-to-have

  • Strong leadership qualities
  • Excellent interpersonal skills
  • Dynamic problem solving abilities

Key Requirements

  • CMFAS M5, M9, and HI certifications
  • GCE A level or Polytechnic Diploma
  • Minimum age of 21 years old

Work Rights

Not specified

Tailored Resume

Cover Letter