新加坡最大的财务顾问管理公司，隶属于大东方集团。现公司直招数位理财顾问加入我们的团队！
💼职位名称：理财顾问
📍地点：新加坡
💰薪资：5,000新元及以上（优秀者可申请提供新加坡工作准证EP）
🤝欢迎新移民和在目前中国大陆/香港/澳门有拿过TOT，或经验丰富的理财顾问申请！
🏢团队介绍
我们团队专为大中华地区超高净值客户提供财富管理与境外税务规划。在新加坡家族办公室的筹备和运营，GIP 项目，资产配置， EAM 合作，信托设立等专业领域积累了丰富的工作经验。
如果您对理财充满热情，愿意不断学习和成长，我们期待您的加入！加入我们的团队，您将获得：
专业团队带领：由多位Top of Table、MDRT资深理财专业人士亲自带领。他们拥有国际理财规划师CFP和HNW高净值客户税法、商业规划等资格证，为您提供专业指导。
国际业务：提供远程签单服务，为来自多个国家的客户提供理财和保单服务。
开拓机会：探索境外资产配置服务，为客户提供多样化的理财方案。
职业成长：增加学习机会，不断吸收融知识，更多机会接触私人银行、基金公司等。
🔍工作内容
- 与我们经验丰富的理财顾问密切合作，支持客户投资组合和财务计划的管理。
(主攻大额保单，贷款趸交储蓄保单，纯投资理财计划，也提供教育储蓄，退休规划，基金投资，人寿医疗保险等服务)
进行研究并收集相关数据，协助为客户制定个性化的财务策略。
协助制定清晰而有影响力的客户沟通材料和演示文稿。
保持对最新的财务趋势、经济发展和监管变化的了解，以助力决策过程。
处理行政事务，如安排客户会议和维护有序的数据库。
🔍 岗位要求
新加坡公民或新加坡永久居民。
欢迎兼职和全职候选人，男女不限。
学历要求：金融、经济学、商业或相关领域学士学位及以上（包括应届毕业）。
具备强大的分析能力，注重细节和准确性。
优秀的中英文书面和口头沟通能力。
熟练使用微软办公套件（Excel、Word、PowerPoint）。
能够在独立工作和团队合作环境中胜任。
熟练掌握商务英语。
有三年以上相关工作经验者优先。
有大中华地区资源者优先。
🏖️公司福利
参与公司团队丰富多彩的活动与培训，不仅包括英文培训，还提供独家的中文培训，让您的学习体验更加丰富多样！
获得来自IFAST投资公司、资管类公司以及贝莱德、摩根大通等知名资管公司的投资市场培训，助您成为真正的理财顾问，洞悉市场动态，展现专业魅力！
拥有灵活自由的工作时间，无限制地打造工作与生活的完美平衡！
获得丰厚的收入和花红，同时第一年的保单还将带来未来的被动收入，为您的财富增值保驾护航！
每季度有新加坡境内/境外的活动，如游艇派对等，更有公司安排丰富多彩的国际旅行，让您探索欧洲、美国等风采，参加精彩纷呈的商务会议！
🤝 如何申请
如果您对此职位充满热情，渴望学习，并具备在这个职位上出色表现的技能，我们期待您的加入！申请时，请提交您的最新简历和一封求职信，详细说明您对理财顾问职位的兴趣。
联系人：Maggie Liang
联系电话：+65 8313 5578
🏢 公司地址：1 Pickering Street #01-01，Great Eastern Centre，Singapore 048659
🌐 公司网站：https://www.greateasternfa.com.sg
📧 电子邮件：[email protected]
📢 Job Posting: Financial Consultant
Our Group is a renowned financial services company based in Singapore under Great Eastern. The company is seeking for several proactive Financial Consultants to join our team!
💼 Job Title: Financial Consultant
📍 Location: Singapore
💰 Salary: SGD 5,000 and above (offer EP to the excellent candidates)
🤝Welcome new immigrants and those who have win TOT in mainland China/Hong Kong/Macau, or experienced financial consultants to apply
🏢 Company Overview
Our team specializes in wealth management and overseas tax planning for high-net-worth clients in the Greater China region. We has accumulated rich working experience in the preparation and operation of Singapore family offices, GIP projects, asset allocation, EAM cooperation, trust establishment and other professional fields.
If you are passionate about financial planning, eager to learn, and committed to personal growth, we eagerly await your participation! By joining our team, you will gain:
Professional guidance: you will be mentored by top-performing, MDRT-certified senior financial professionals. They have certificates of the international financial planner CFP and HNW high-net-worth customer tax law、business planning etc. to provide you with professional guidance.
International exposure: Providing remote services to clients from various countries, engaging in financial planning and insurance services.
Growth opportunities: Exploring overseas asset allocation services, offering diverse financial planning solutions to clients.
Career advancement: Increase learning opportunities, continuously absorb financial knowledge, and have more opportunities to work with private banks, fund companies, etc.
📋 Responsibilities
Work closely with our experienced financial consultants to support the management of client portfolios and financial plans. (Emphasis on large-sum policies, single-premium savings policies with loans, pure investment financial plans, as well as services for education savings, retirement planning, mutual fund investments, life and health insurance, and more.)
Conduct research and gather relevant data to assist in creating personalized financial strategies for clients.
Assist in developing clear and impactful client communication materials and presentations.
Stay updated with the latest financial trends, economic developments, and regulatory changes to aid decision-making processes.
Handle administrative tasks, such as scheduling client meetings and maintaining organized databases.
🔍 Requirements
Singapore Citizen or PR of Singapore.
Open to both part-time and full-time candidates, both males and females.
Minimum education of bachelor’s degree or above in Finance, Economics, Business, or a related field. Fresh graduates are welcomed.
Strong analytical skills with acute attention to detail and accuracy.
Excellent written and verbal communication abilities.
Proficiency in Microsoft Office suite (Excel, Word, PowerPoint).
Ability to work both independently and collaboratively in a team-oriented environment.
Professional in business English.
Candidates with three or more years of relevant work experience will be given preference.
Candidates with domestic resources will be given preference.
🏖️ Welfare
- Engage in a diverse range of activities and training within our company's dynamic team. Our training programs not only include English training but also offer exclusive Chinese training, providing you with a rich and diverse learning experience!
- Receive investment market training from renowned firms such as IFAST, asset management companies, and prestigious names like BlackRock and J.P. Morgan. This training will empower you to become a true financial advisor, equipped with insights into market trends and the ability to showcase your professional charisma!
- Enjoy flexible working hours, allowing you to achieve a perfect work-life balance without limitations!
- Earn generous income and bonuses, with the added potential of passive income from first-year policies, safeguarding your wealth and its growth!
- Embark on quarterly activities within Singapore or overseas, including yacht parties and exciting international trips to explore the splendors of Europe, the United States, and more. Engage in captivating business conferences as well!
🤝 How to Apply:
If you are passionate about this position, eager to learn, and possess the skills to excel in this role, we want to hear from you! To apply, please submit your updated resume and a cover letter detailing your interest in the Financial Consultant position.
Contact Name：Maggie Liang
Contact Number: +65 8313 5578
🏢 Company Address: 1 Pickering Street #01-01，Great Eastern Centre，Singapore 048659
🌐 Company Website: www.greateasternfa.com.sg
📧 Email: [email protected]