Financial Consultant or Wealth Management Associate

at Xlitude Representing Great Eastern
Published July 13, 2020
Location Chinatown / Tanjong Pagar, Singapore
Category Accounting and Finance  
Job Type Full-time  

Description

Financial Consultant or Wealth Management Associate location Chinatown / Tanjong Pagar, Central. Company Name Xlitude Representing Great Eastern. Education Level Degree.

We are currently expanding, here is your opportunity to join a dynamic and growing financial advisory group in Singapore. We seek individuals with good service traits and a commitment to professionalism to join us and develop this market sector. The successful candidate will provide wealth creation and protection solutions to help our clients plan for all of life’s circumstances, both expected and unexpected.

This is what we offer Nurturing environment with comprehensive training. Guided by mentor with 10 years’ experience. Work Life Balance Flexible working hours. Supportive work culture with dynamic and energetic team that guarantees a fun working environment. Training program to equip you for the highly competitive financial and wealth management industry.

Acquire new clients with our proven proprietary strategies. A winning strategy and an excellent system to support you in your endeavours. Attractive remuneration package career that provides a passive recurrent income that has no limits.

Other additional benefits include personalised 1-to-1 sales mentorship coaching. Overseas incentive trips. Promotion to managerial role, determined by individual performance. Personal Development and Training Incentive.

Roles and responsibilities help clients with financial planning on healthcare (insurance), education, investments, retirement, with our full-set of products. Review and follow up with clients on a regular basis. Cultivate long term relationships with new and existing clients. Respond to prospective customer queries about financial planning. Prepare financial document summaries, investment performance report and income projections for clients. Assist in the development plans for the company.

Pre-requisites Bachelor’s Degree in Finance or related field. Possess a commitment to professionalism, honesty and hardwork with great sense of responsible. Work independently as well as function as a team player. Good computer, interpersonal and communication skills. Entrepreneurial and self-driven. Willing to do sales on a consultative, advisory basis. Willingness to step out of comfort zone. Singaporean or PR, age 21 and above.

Remuneration annual Income (Basic + Commission): S$50,000 - 140,000p.a, Performance Bonus. A recurrent, passive, unlimited income structure that could grow rapidly in a 3 Year time frame.