Financial Services Associate [East]

WOLA RECRUITMENT PTE. LTD.

Singapore, SG
Base: 24 months basic allowance (match last drawn)...
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Guide clients in determining financial needs
Analyze client financial portfolios
Maintain positive client relationships
** WOLA RECRUITMENT PTE. LTD. is seeking a Financial Services Associate in Singapore to guide clients in assessing their financial needs and provide tailored financial advice. The role requires strong interpersonal skills and offers various incentives and training opportunities for career advancement. **

Job Summary

  • The role involves guiding clients through a structured approach to determine their financial needs and goals.
  • Candidates will analyze existing financial portfolios and provide tailored advice based on specific objectives.
  • The position offers 24 months of basic allowance for those with less than two years of experience.

Matching Summary

Match Score: 75

** WOLA RECRUITMENT PTE. LTD. is seeking a Financial Services Associate in Singapore to guide clients in assessing their financial needs and provide tailored financial advice. The role requires strong interpersonal skills and offers various incentives and training opportunities for career advancement. **

Salary

Base: 24 months basic allowance (match last drawn); Bonus/Equity: Production incentives and bonuses; Benefits: Personalized coaching, training, career advancement

Skills & Requirements

Must-have

  • Guide clients in determining financial needs
  • Analyze client financial portfolios
  • Maintain positive client relationships

Nice-to-have

  • Committed, driven and eager to succeed
  • Good interpersonal skills
  • Excellent career advancement opportunities

Key Requirements

  • Must clear four regulatory exams by Singapore College of Insurance
  • Good interpersonal skills required

Work Rights

Not specified

Tailored Resume

Cover Letter