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Premier Financial Consultant
- Banking, Finance, Insurance, Accounting and Trade jobs
Description
· To provide quality advice to clients – focused on local and expat markets
· Branch based in Singapore
· Consultative role : structure portfolio solutions involving wealth solutions to clients
· To acquire in depth knowledge in investments and trading technicals through rigorous training
· Leads (client accounts) are provided - no cold calls, no roadshows etc
Responsibilities
· Minimum 21 years old
· Minimum 'A' Levels or local polytechnic Diploma, foreign university Bachelor's degree accepted
· Speaks good English, bilingual is an added advantage
· Well-groomed and presentable
· Insurance Specialists (IS) from banks preferred
· Relevant experience preferred
· RNF coded are welcome to apply
· Strong communication and interpersonal skills
· Enjoys working and talking to people
Hard Skills
- Account management
- Billing, Invoicing, Collection
- Account Reconciliation
- Taxation
- Financial Reporting
- Financial Modeling
- Budgeting and Forecasting
- Financial projections
Soft Skills
- Communication