Job Scope:
- Developing financial plans to help clients achieve their long-term and short-term financial goals.
- Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
- Assessing how certain life changes and financial status changes affect clients’ financial plans and adjusting such plans accordingly.
- Traveling to clients’ homes and places of business to consult with them.
- Monitoring financial markets and economic conditions.
- Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
- Communicating with accountants, real estate agents, attorneys, and other professionals to verify the information.
- Researching suitable investment opportunities for clients.
📍Location: Near Labrador Park MRT
⏰ Working hours: Mon - Fri, 10am to 5pm (Flexible) 🏠
Requirements:
✅ min. local diploma and above
✅ min. 21 years old
Apply now! Interested applicants are required to upload your updated resumes.
We regret that only shortlisted applicants will be notified. Thank you.
Salary Range: SGD3,000 - SGD5,000 per month
Summary of role requirements:
- Looking for candidates available to work:
- Monday: Morning
- Tuesday: Morning
- Wednesday: Morning
- Thursday: Morning
- Friday: Morning
- No experience required for this role
- Working rights required for this role