Financial Planning Associate - Up to 10000 SGD

3 Church St, #17-05 Samsung Hub, Singapore 049483, Central Region

Posted today


Company:: The Credence Organisation
Company Description:: We are a group of financial consultants representing Great Eastern Financial Advisers Private Limited. We are committed to developing the next generation of financial advisors, equipping them with the skills to guide clients toward their financial goals and simplify complex financial decisions through tailored products and services. Our mission is to transform the financial planning landscape by fostering a more informed and empowered approach to managing wealth.
Contract Type:: Full Time
Experience Required:: No Experience
Education Level:: Diploma
Number of vacancies:: 5

Job Description

Do you thrive in client-facing environments and are eager to make a meaningful impact through personalised financial planning?
If you have strong interpersonal skills and a heart for guiding others through important life decisions, we’d love for you to join our team!

Key Responsibilities:
Advise clients on insurance and financial planning based on their unique needs.
Conduct comprehensive financial analyses to develop customised solutions.
Cultivate and maintain strong client relationships through regular engagement and quarterly reviews.
Proactively prospect for new clients using company-provided platforms, resources and networking avenues.
Stay updated on industry trends and regulatory changes to provide informed recommendations.
This is a commission-based role with performance bonuses. Allowance schemes are available for eligible applicants.

Qualifications & Requirements:
Proficiency in Insurance: Strong understanding of insurance products and policies.
Finance Background: Knowledge of financial planning, investment strategies, and risk management.
Excellent Communication & Customer Service Skills: Ability to engage clients and explain complex financial concepts.
Analytical & Strategic Thinking: Ability to assess financial data and provide sound advice.
Strong Interpersonal & Relationship-Building Skills: A client-first approach to advisory services.

Certifications & Licensing:
Relevant qualifications in insurance and financial advisory are a plus.
Industry Experience: Prior experience in financial advisory, insurance sales or wealth management is preferred.

Eligibility:
Open to Singaporeans & PRs only (FAA-N13 Requirement)
Min. DOB 2004
Minimum local polytechnic diploma or Bachelor’s degree in Finance, Business or a related field.