Not specified (assumed to be flexible based on standard industry practices).
Holistic financial needs analysis
Personalized financial plan development
Portfolio reviews and updates
AEON Search Consulting Pte. Ltd. is seeking 20 Financial Advisers in Singapore to provide client advisory and relationship management, focusing on personalized financial planning and compliance. The ideal candidates should possess relevant financial certifications, strong interpersonal skills, and a self-motivated, sales-driven attitude
Job Summary
The role involves identifying potential clients and conducting holistic financial needs analysis to develop personalized plans.
Candidates must recommend suitable solutions including life insurance, health insurance, and investment-linked policies while explaining risks clearly.
Adherence to regulatory standards such as MAS guidelines in Singapore is required for all documentation and client records.
Matching Summary
Match Score: 85
AEON Search Consulting Pte. Ltd. is seeking 20 Financial Advisers in Singapore to provide client advisory and relationship management, focusing on personalized financial planning and compliance. The ideal candidates should possess relevant financial certifications, strong interpersonal skills, and a self-motivated, sales-driven attitude.