ONE DEGREE ALLIANCE
FINANCIAL CONSULTANT
A career in financial services can be challenging, rewarding, and personally fulfilling for the right kind of person. If you are driven, discipline and dynamic, join us!
THE ROLE
-
Establish clients' financial goals.
-
Determine clients' current financial situation.
-
Identify clients' shortfalls.
-
Customise solutions to suit clients' needs.
-
Take action to implement solutions.
-
Regularly review clients' financial blueprints.
BENEFITS & REWARDS
-
Making a difference in other's life.
-
Flexibility and work-life harmony.
-
Achieving financial freedom.
-
Cultivate your entrepreneurial aspirations.
-
Continuous training and development.
-
Establishment allowance of up to 20 months for selected candidates.*
REQUIREMENTS
-
At least a full certificate in GCE 'A' Level, International Baccalaureate (IB) Diploma qualification, a Diploma awarded by a polytechnic in Singapore or its equivalent.
-
At least 21 years old. (As per MAS requirements)
-
Good knowledge in banking, wealth management, and insurance is an added advantage.
-
Excellent customer-focused mindset. Personal, sincere, strong integrity and determination.
-
Required to attain CMFAS certifications M5, M9, M9A, PGI, and BCP. We will provide the necessary training and guidance for you.