Wealth Planning Specialist *(Full & Part Time, Flexi/Hybrid)
Apply on
Availability Status
This job is expected to be in high demand and may close soon. We’ll remove this job ad once it's closed.
We are looking for candidates who are willing to learn and thrive in a conducive and dynamic environment in achieving a successful and rewarding career with us.
So Why Join Us:
- Attractive Renumeration + Incentives Package
- Flexible Working Arrangements (Part Time/Full Time)
- No working experience required.
- Comprehensive on-job training is provided.
- Central office location (2mins from MRT station)
Job Role
You will be responsible in understanding client's financial objectives and investment requirements. Guiding clients in determining their financial needs and wealth goals through a structured approach.
Responsibilities:
- Analyze client’s financial circumstances, provide advice and solutions based on their needs and objectives.
- Collaborate with partners to provide comprehensive client services eg. wealth investment instruments, insurance planning and protection, mortgage and estate planning, family trusts planning and so forth.
- Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
- Follow up with clients constantly to re-evaluate their current condition and future objectives.
- Maintaining relationships with existing clients and key accounts.
- Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
- Prepare and conduct sales presentations and proposals to prospective clients.
- Successfully negotiate contracts and agreements with clients
- GCE “A” level, Diploma or equivalent qualifications
- No working experience required as comprehensive training will be provided
- Business acumen & strong negotiation skills
- People management skills with excellent initiatives
- Team player, proactive and collaborative
- Self-motivated personality and positive attitude
- Strong communication and interpersonal skills
- Mature and willingness to learn
- Love meeting and helping people
We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.
If you believe in yourself, we’d love to hear from you!
Summary of role requirements:
- Flexible hours available
- No experience required for this role
- Working rights required for this role
- Expected salary: $2,500 - $5,000 per month
