FINANCIAL PLANNER recruitment
As a leading global insurance company and diversified financial services provider, this organisation is part of an extensive group with mature operations in the western and eastern hemispheres. Measured by market capitalisation, it is one of the world’s largest insurance groups. As part of its continuous expansion, it is searching for a highly-skilled sales professional with strong financial services foundation to join the team here in Singapore.
Key Responsibilities:
assist individuals and corporate clients in maximising the value of their savings, income, and investments
carefully manage a portfolio within a niche area of your choosing while conceptualising and implementing financial plans for these clients
consult and assess your clients’ current financial condition, expected cash flow and projected financial commitments to assess appropriate insurance coverage in view of their unique financial objectives
act as the main point of contact for your clients and ensure the timeliness and adaptability of their plans to evolving business needs and the financial landscape
foresee long-term financial concerns and assist investors in determining the type of investments to undertake and the timing of major expenditures
Key Requirements:
degree or diploma qualification, with minimum two years’ sales experience in the financial services industry in Singapore
familiar with legal restrictions and laws concerning retirement plans, insurance, and unit trusts
excellent quantitative analysis skills to compute numbers and budgets while correctly evaluating the client’s financial health status
an exceptionally self-motivated and results-oriented individual who is culturally sensitive
an independent worker with excellent interpersonal and communication skills and a positive work attitude
candidates from other industries with a proven sales track record and a sound understanding of financial instruments and concepts may be considered
Interested applicants please email your curriculum vitae to elyn.chong@robertwalters.com.sg quoting Ref. No. 563380. Alternatively, to find out more about this opportunity, please contact Elyn Chong at (65) 6228 0239 in our Singapore office. Web: www.robertwalters.com.sg Business Registration Number: 199706961E Licence: 03C5451