• Offer reliable and well-informed financial advice and reviews to help clients achieve their financial goals.
• Foster lasting relationships with both current and prospective clients.
• Leverage sales opportunities through customer events, financial assessments, and branch engagement activities.
• Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
• Boost sales conversion by utilizing referrals, roadshows, collaborations, seminars and corperate solutions.

Bonuses:

• Open communication between colleagues and managers.
• Offers flexible working hours.
• Provide one-on-one mentorship with team leaders.
• Access to an excellent learning platform for financial portfolio management.
• Opportunities for fast-tracked career progression to managerial or consulting positions
• Basic allowance and high potential commissions
• Signing bonus and performance awards
• Overseas business trips provided for
• Free cafe food and drinks at office
• Office near to MRT
• Monthly company bonding sessions

• No prior experience needed! On the job training will be provided!
• Diploma / A Levels and above
• Be willing to take up CMFAS certifications M5, M9, M9A, HI. Candidates with existing certificates preferred but not necessary
• Willing to travel for trainings and client meet-ups.
• Motivated by performance-based incentive structures and hard work
• Have good interpersonal skills and passionate about helping customers
• Singaporeans only

Interested applicants, please submit your application now!

We regret that only shortlisted candidates will be notified.

EA License No.: 23C1461

EA Reg. No.: R24120207 (Soh Yan Cheng Andrew)

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