Insurance / Wealth Planning Financial Adviser

D L RESOURCES PTE LTD

Singapore, Singapore
Not specified; not specified; health + wellness be...
Personalized financial and insurance advisory
Prospect and acquire new clients
Recommend suitable insurance products
The role involves providing personalized financial and insurance advisory services to help individuals and families achieve their financial goals

Job Summary

  • The role involves providing personalized financial and insurance advisory services to help individuals and families achieve their financial goals.
  • The company offers comprehensive training programs and mentorship to groom aspiring managers into next-generation leaders.
  • Employees are expected to stay updated on market trends, products, and MAS regulations such as CMFAS requirements.

Matching Summary

Match Score: 85

The role involves providing personalized financial and insurance advisory services to help individuals and families achieve their financial goals.

Salary

Not specified; Not specified; Health and wellness benefits included

Skills & Requirements

Must-have

  • Personalized financial and insurance advisory
  • Prospect and acquire new clients
  • Recommend suitable insurance products
  • Conduct financial reviews and portfolio planning
  • Maintain long-term client relationships

Nice-to-have

  • Strong understanding of investment strategies
  • Excellent communication and interpersonal skills
  • Self-motivated and results-oriented
  • Ability to work independently and in a team
  • Passion for helping clients succeed financially

Key Requirements

  • CMFAS Certifications (M5, M5(a), M9, M9(a), M8(a), HI)
  • Willingness to obtain industry certifications if not held
  • Strong understanding of risk management

Work Rights

Not specified

Tailored Resume

Cover Letter