Customer Service/Account Servicing Representatives

If you are driven, passionate about learning about personal investment and good in financial numbers, ready to embark on a rewarding journey filled with purpose and potential, we have a good opportunity for you. Our client's business is focused on creating a better future, ethical practice and financial well -being for their clients.

Our client's commitment on empowering entry level and mid-career transitions: They are dedicated to help candidates transit seamlessly into the financial industry, providing the necessary training and mentorship to support you in your career success. They stand by each other, offering support and encouragement to ensure your journey with them is fulfilling and rewarding.

Key responsibilities

• Craft financial plans that aligned with our client goals and aspirations.
• Analyze financial data and provide correct recommendations to clients.
• Conduct research and stay up to date with financial products, industry trends and regulations.
• Direct clients to financial reports to make informed decisions.

Key requirements

• Minimum educational qualification: GCE 'A' Levels, International Baccalaureate Diploma qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
• Entrepreneur can-do mindset.
• Strong analytical and numerical skills.
• Positive attitude and strong passion for financial planning.
• Excellent organizational, communication and teamwork skills.

Key benefits

• Comprehensive financial training and professional development.
• Learn more about personal wealth and investment planning for current/future retirement needs.
• Attractive remuneration/incentive scheme.
• Flexible work time.
• Hybrid work mode, work from home.
• Team support in learning how to handle customer rejections and generating leads.

Please note that only shortlisted applicants will be updated.