FINANCIAL CONSULTANT X 20

AEON SEARCH CONSULTING PTE. LTD.

Singapore, SG
Not specified (assumed to be flexible or hybrid based on industry norms).
Holistic financial needs analysis
Personalized financial plans
Portfolio reviews and updates
AEON SEARCH CONSULTING PTE. LTD. is seeking 20 Financial Consultants in Singapore to manage client relationships, conduct financial analyses, and recommend suitable financial solutions. The ideal candidates will possess relevant certifications, strong communication 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 financial plans.
  • Candidates must recommend suitable solutions including life insurance, health insurance, and retirement planning while explaining product features clearly.
  • Professionals are expected to maintain strict adherence to regulatory standards such as MAS guidelines in Singapore.

Matching Summary

Match Score: 85

AEON SEARCH CONSULTING PTE. LTD. is seeking 20 Financial Consultants in Singapore to manage client relationships, conduct financial analyses, and recommend suitable financial solutions. The ideal candidates will possess relevant certifications, strong communication skills, and a self-motivated, sales-driven attitude.

Skills & Requirements

Must-have

  • holistic financial needs analysis
  • personalized financial plans
  • portfolio reviews and updates
  • regulatory compliance adherence
  • accurate documentation completion

Nice-to-have

  • strong interpersonal communication skills
  • sales-driven self-motivated attitude
  • goal-oriented professional mindset
  • continuous learning approach

Key Requirements

  • Relevant certifications like CMFAS modules
  • Strong interpersonal and communication skills
  • Sales-driven and goal-oriented nature

Work Rights

Not specified

Tailored Resume

Cover Letter