Evaluate clients’ financial situations to create strategies that support their financial goals.

Advise on insurance and help both businesses and individuals plan for their financial future.

Offer comprehensive financial planning in areas such as retirement, education, and investments using our diverse product suite.

Monitor and reassess clients’ situations to ensure their financial plans adapt to changes in their lives.

Compile and interpret financial summaries, investment performance reports, and income projections for clients.

Establish and maintain strong relationships with current clients.

Oversee client acquisition and relationship management.

Deliver all-encompassing wealth management solutions.

Manage clients’ financial portfolios.

Benefits

Professional Development and Training: Access structured courses and training to enhance your skills and knowledge. Benefit from support and guidance from dedicated managers.

Funding Programme: Start your career with a structured corporate financing scheme for the first 24 months to accelerate your success.

Rewards: Experience a work-hard, play-hard culture with commissions, quarterly performance-based incentives, annual bonuses, and exciting incentive trips.

Flexible Schedule: Customize your schedule for improved work-life balance.

Competitive Remuneration Package: Benefit from an entrepreneurial scheme with highly competitive pay and the opportunity to quickly advance to management level within two years.

Must be at least 21 years old.

Only open to Singaporeans.

A diploma or degree from a recognized institution is required.

Enthusiastic and positive attitude with a willingness to learn.

Strong ethical principles.

Strong interpersonal skills and a passion for guiding customers towards better financial understanding.

Preferably able to travel up to 75% of the time.

Why Join

Self-driven, hard-working individuals who strive to meet and surpass sales goals.

Opportunities for overseas travel incentives.

Rapid career progression to management within two years.

Join a team that values integrity and is committed to nurturing your professional growth.

John Liau

EA License: 24C2165

Personnel: R2196654