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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.

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