Retirement Planning Specialist

at Private
Location Harbourfront / Telok Blangah, Singapore
Date Posted October 5, 2021
Category Manufacturing
Job Type Full-time
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Retirement Planning Specialist location Harbourfront / Telok Blangah, Central.

Survey: 1 in 3 working. Singaporean adults not planning for retirement, due to a lack of understanding. of the available options and do not know how much is needed and when to start planning. We are a leading financial services organization with over 10 years of experience in providing extensive financial solutions, particularly Retirement Planning, to our valued clients.

Being well equipped with Retirement Planning specialised skills and tools, the Retirement Planning Specialist will impart financial literacy to educate clients by providing eminence retirement planning advice and report to help clients who are planning or looking to plan for their retirement. As we are currently expanding our team of highly motivated and vibrant individuals, we are seeking aspiring candidates of similar calibre to join our dynamic team.

Job description establish a professional practice in wealth advisory and consulting. Help clients identify and prioritise their wealth protection and wealth accumulation needs. Analyse and evaluate client’s financial status, and develop financial solutions for clients. Conduct review checks regularly. Acquire clientele base through different channels provided. Contact potential clients via email or telephone to establish rapport and set up meetings.

Job requirements 21 years old and above. Minimum academic qualifications of a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Excellent interpersonal and communication skills. Goal-oriented and self-motivated with a strong desire for success. Able to work independently and as a team. No prior working experience needed. Fresh graduates are strongly encouraged to apply. Only Singaporeans and PRs need to apply.

Benefits basic salary (based on work experiences) plus commission, Travel opportunities. Be equipped with extensive skills and knowledge through our regular coaching, training and mentoring. Be entitled to our sponsorship for Chartered Financial Consultant (ChFC) Courses. Fast-track career advancement - Be it the sales route or the managerial path, expect to be promoted within 1 to 2 years of hard work.