Avatar for Advisors' Clique

Establish clients' financial objectives

Financial Planner

$3k – $4k
Apply now
The ideal candidate is expected to possess a Diploma or any Degree from a recognised institution. Prior Business Development or Sales experience in any industry will be an advantage. He/she should have excellent communication and presentation skills, be energetic, proactive, self-driven and highly motivated. Candidates who have recently completed their tertiary education may apply. Those who are active in campus, CCAs or leadership role will be an additional advantage.

• Fact find on clients’ financial information and establish their financial objectives.
• Provide strategic advice across a variety of financial products and services.
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan.
• Keep abreast of new industry’s trends and research market to back up financial consulting.
• Relationship building competency and build trust with clients.

• At least 21 years old. (Based on MAS regulatory requirement.)
• Candidate must possess at least Higher secondary/Pre-U/A level/College, Diploma/Advanced/Higher/Graduate Diploma, Bachelor’s Degree/Post Graduate Diploma/Professional Degree in any field.
• Outgoing Personality who enjoys communicating with people & possess strong persuasive skills.
Job type
Visa sponsorship
Not Available
Hiring contact

Ho Woonley

Avatar for Ho Woonley

Advisors' Clique at a glance

Establish clients' financial objectives

Advisors' Clique focuses on Financial Services. Their company has offices in Singapore. They have a large team that's between 501-1000 employees.

You can view their website at https://advisorsclique.com.sg

More jobs at Advisors' Clique

View all jobs

Similar jobs to Financial Planner at Advisors' Clique

Avatar for Varidus
Varidus helps technology startups scale via fundraising support, partnerships and cost reduction
Avatar for SmartRetail
AI and Interactive Marketing Platform for Automated Retail
Avatar for Haulio
Revolutionary Container Haulage Platform for Industry 4.0
Avatar for Zenith Wealth Group
Independent financial advisory, solutions for high net worth clients
Avatar for Varidus
Varidus helps technology startups scale via fundraising support, partnerships and cost reduction
Avatar for Qanvast
Qanvast is the go-to platform connecting homeowners to trustworthy interior designers
Avatar for Windsor.ai
Windsor.ai - Increase Marketing ROI with AI-Attribution
Avatar for Paradise Group Holdings
11 culinary concepts across 9 countries 100 restaurants worldwide
Avatar for Mednefits
Benefits platform providing companies affordable and digital healthcare