Client Consultant

Singapore, Central Region

Posted 17 days ago

Company:: Advisors' Clique
Company Description:: Advisors' Clique is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd. We believe that a successful life is a planned journey, not just a destination – an adage we adhere to with our clients and our associates. We believe in constantly evolving to be ahead of the curve; for in doing so, then can we be progressive leaders in the FP industry. Only then can we serve our clients well. Only then can we keep our promise to all who share the same goals and values system to bring them to greater heights of a well worth journey. We believe in being committed. We are committed to delivering the best financial advice and practices to our clients. Because your DREAMS matter. We are committed to our dedication towards the continued growth of a positive, long lasting relationship with all associates served by us. Because TEAM matters. Last but not least, we believe that traditional values are equally if not more important than professional values in our fast-paced, ever-changing financial landscape. We thus focus on understanding and preserving a set of values with the aim to: - achieve sound financial objectives for our clients; & - ensure that every member that the distribution group strives to serve, continues to do what is best for the team.
Contract Type:: Full Time
Experience Required:: No Experience
Education Level:: Diploma
Gender:: Any
Number of vacancies:: 10

Job Description

Job description

Responsibilities:
- Engage and cultivate long term working relationships with clients and business partners
- Manage and Analyse client's financial portfolio
- Advise and recommend clients suitable financial plans and strategies based on their needs

Benefits:
- Flexible working hours +WFH benefits
- Structural training and personal development
- 1 to 1 personalized mentorship
- Establishment of allowance up to18 to 24 months for successful candidates
- Able to have a good work -life balance
- Sponsored exams and starting bonus of $500 to $1500 for selected candidates*
- Internship available for student

Job Requirement:
- A driven entrepreneurial spirit
- 21 years old and above (Regulatory Requirement)
- Minimally Diploma/Degree in any field

Job Types: Full-time, Part-time, Internship, Fresh graduate, Freelance, Student job

Pay: $2,000.00 - $10,000.00 per month

Benefits:
- Employee assistance programme
- Flexible schedule
- Professional development
- Work from home

Schedule:
- Monday to Friday

Supplemental pay types:
- Commission pay
- Performance bonus
- Signing bonus