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Singapore

JobsCentral SG Hiring For Wealth Management Consultant at Downtown Core Full Time

Wealth Management Consultant

JobsCentral SG–Downtown Core

2 minutes ago, from JobsCentral SG

Summit Planners Maximus is a full service provider for integrated financial services. Started in 2016, we have worked with numerous organizations, and we confidently work hand in hand with our clients to provide them with customized business and financial services. Our team put great importance on our culture of leaving no one alone as we instill willingness to help each other. We are looking for driven individuals who would like to join us as a Wealth Management Consultant. Our Wealth Management Consultants take a holistic approach to help clients manage their financial needs and goals. This is done by establishing clients’ needs, determining clients’ current financial situation, and tailoring solutions to suit their needs to create and leave a legacy for their next generation.

Main Duties & Responsibilities

  • Establish Clients’ financial objectives through Fact Find
  • Create strategies and enforce plans that will help meet the needs of Clients
  • Build a strong and long-term relationship with clients
  • Work quickly to address and resolve customer issues
  • Be familiar with the competition to stay ahead of them
  • Adherence to a tight compliance regime in order to provide sound financial advice to clients

Requirements

  • GCE ‘A’ level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent
  • Willing to network amongst business associates
  • Strategic thinker and ability to analyze and solve problems efficiently
  • Intuitive to clients’ needs
  • Must be self-motivated, flexible, and looking to build a long-term career in the Financial Industry in Singapore
Recommended Skills

  • Critical Thinking
  • Financial Planning
  • Financial Services
  • Insurance
  • Interpersonal Skills
  • Strategic Thinking
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Job Overview

  • Date Posted:
  • Job Title: JobsCentral SG Hiring For Wealth Management Consultant at Downtown Core
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