Financial Services Consultant - Singapore - MDE CAPITAL CONSULTANCY PTE. LTD.

MDE CAPITAL CONSULTANCY PTE. LTD.
MDE CAPITAL CONSULTANCY PTE. LTD.
Verified Company
Singapore

1 week ago

Wei Jie

Posted by:

Wei Jie

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Description
Our Client is expanding We are now looking for motivated Financial Services Consultant to join our Client's Teams.

Experience will be preferred. Fresh graduates are welcomed.


As a Financial Services Consultant, you would be tasked to develop an in-depth understanding of the company's financial products and advise clients accordingly based on their financial needs and goals.

In the process, to develop and maintain positive and longstanding relationships with the clients under your management.


Your responsibilities:

  • Develop and maintain client relationships
  • Construct financial plan for clients based on financial goals and time horizon
  • Develop technical knowhow and indepth understanding of products
  • Conduct yearly reviews on clients' financial portfolio
  • Most crucially, the above helps your personal achievements

Job Requirements:

  • Minimum A Levels/Diploma in any field
  • Proficiency in English in order to read and understand financial products
  • CMFAS M5, M9, M9A & HI qualifications ( Advantageous to have)
  • Possess effective communication skills

You would be highly successful if you are:

  • A determined, results-oriented individual
  • Willing to learn to further hone skillset and product knowledge
  • Outspoken, enjoy interacting with others
Training is provided for fresh graduates.
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