Wealth Manangement Consultant
Singapore, Singapore
Job Description
RESPONSIBILITIES:
- Tailor financial advice to meet each client\xe2\x80\x99s unique needs and requirements.
- Recommend financial planning solutions that address customers\' needs.
- Build relationship with new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.
- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking.
- Experience in Relationship Management.
- CMFAS Papers - M5, M9, M9A, HI
Interested candidate, please submit your updated CV in MS Word Format to Gilda Montilla-Balag (EA Personnel Reg. No.: R1644561) by clicking the \xe2\x80\x98Apply now\xe2\x80\x99 or call at 65909920 or WhatsApp 85110877 for a confidential discussion.
Please indicate the below information in your resume:
- Current & Expected Salary
- Reason(s) for leaving
- Notice Period / Availability to commence work
We would like to inform that only short-listed candidates will be notified. All applications will be treated with the strictest confidence.
By submitting any application or resume to us, you will be deemed to have read & agreed to the terms of our Privacy Policy, and consented to us collecting, using, retaining and disclosing your personal information to prospective employers for their consideration, and for our marketing EDMs which you may opt out by unsubscribing in the mailer. You may refer and access our website at https://www.achievegroup.asia/privacy-policy/ for more information.
Cessation of Collection of full NRIC Numbers:
In compliance with the Personal Data Protection Act and commitment to protect candidates\xe2\x80\x99 personal data, Achieve Group will cease to collect, process or use full NRIC numbers during our screening and job application process.
Kindly ensure your resume provided to us does not contain your full NRIC number and full home address during your job application.
YOUR SUCCESS IS OUR ACHIEVEMENT!
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Job Detail
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Job IdJD1378695
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, Singapore
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EducationNot mentioned