Dynamic Knights – Financial Consultant

Roles and Responsibilities 

Priority is to help our clients manage their financial needs and goals as well as providing them a peace of mind.

The 4 main roles of a Financial Consultant are :

1. Financial Planner

2. Trusted Adviser

3. Financial Coach

4. Financial Solutions Provider

• Building and maintaining client base
• Providing advice to help clients prioritize their financial needs and goals
• Propose solutions to suit client's needs
• Follow up on client's financial status periodically
• Reviewing and enhancing client's financial plans periodically
• Provide information on financial and investment plans
• Offer affordable solutions and options to choose from
• Help clients achieve their financial goals

Job Requirements 

• At least 21 years old. (MAS Requirement)
• Full certificate in GCE "A" Level/ International Baccalaureate Diploma qualification/ Diploma awarded by Polytechnic in Singapore or equivalent/ Degree Holders.
• Open to students (21 years old and above) who are entering/studying at local universities as well.
• Highly motivated, goal-oriented and sincere individuals with outgoing personality.

Benefits 

• Rewarding career both extrinsically and intrinsically.
• Basic salary of up to $4000 with good commission (unlimited earning potential).
• Provide financial planning advices
• Annual overseas incentive trips and cash incentives.
• Flexible working hours.
• Strong mentor-ship and coaching programs.
• Supportive and helpful team at your back.
• Enhanced interpersonal skills