Financial Advisor

Key responsibilities

• Develop and maintain relationships with prospective and existing clients to understand their financial needs and goals

• Conduct comprehensive financial assessments and propose personalised investment and insurance strategies

• Educate clients on the features and benefits of various financial products, including mutual funds, stocks, and life/non-life insurance

• Assist clients with the application and onboarding process for selected financial solutions

• Stay up-to-date with industry trends, regulations, and product offerings to provide valuable insights to clients

• Collaborate with the sales team to identify and capitalise on growth opportunities

What we're looking for

• Fresh graduates

• Willingness to obtain the necessary licenses and certifications to provide investment and insurance advice

What we offer

We are committed to providing our employees with a supportive and rewarding work environment. As a Part-Time Wealth Planner, you will have the opportunity to:

• Receive comprehensive training and mentorship to develop your financial planning expertise

• Enjoy a flexible work schedule that allows you to balance your professional and personal commitments

• Earn competitive commissions and incentives based on your sales performance

• Gain valuable experience and build a rewarding career in the financial services industry

If you are excited about this opportunity and ready to take the next step in your career, apply now.