CO Wealth Advisory Group Pte Ltd – Financial Services Consultant

Please note that this is a full time job and not an internship.

Whether you are talking to an old friend or somebody you have just you met, you always have the ability to show genuine interest in the conversation. You are the type of person who make your social life a priority. Currently, you are looking for a job where you can make a difference in other peoples' lives.

Can you relate to the above description?

If you are a highly initiative individual with a strong desire and keen interest to learn about the financial services industry - CO Wealth Advisory Group wants you to join their team today!

Here, you will work closely with their clients to develop realistic financial goals and practical plans for achieving the goals. As your opinion matters, this company will provide you with training and coaching so that you will have the capability to advise clients on well-rounded financial planning.

If you want to get exposure to different forms of financial instruments available in the financial services industry,CO Wealth Advisory Group has a place for you! (No experience required)

P.S. Whether or not, you dream yourself being a financial consultant, this wealth management career is definitely a great opportunity that you don't want to miss!

What You Will Learn

Get exposure to different forms of financial instruments available in the financial services industry, such as banking, investment, mortgage planning, estate planning, etc. You will also learn how to write a comprehensive financial planning as required by clients. This is the perfect opportunity for you to learn to work well in teams to provide financial solutions to working professionals.

Get a first-hand experience in dealing and understanding how different businesses operate, and gain the opportunity to observe the corporate financial industry. At CO Wealth Advisory Group, you will experience the fast paced, self-motivated and target driven financial sector. You will see how finance and technology collide to deliver solutions that transform user experience in the landscape of lending and investing.

Improve communication skills and adapt to provide excellent customer service. As you will be in charge of providing financial guidance to potential clients, you will get the chance to improve your communication skills by liaising with people from various levels and varying industries.Let your voice be heard and make your opinions matter!

Your Task

Provide financial guidance to potential clients

Produce Financial Health Summary for clients

Advise client on well-rounded financial planning

Requirements

Undergraduate in University (Course of study need not be related to finance)

A-Level or Local Diploma Certificate

Willing to learn, strong drive and motivation

Sociable with strong leadership skills