Financial Planner

Handling a portfolio of your own selected niche client base, your key responsibility will be to develop and implement financial plans for these individuals and corporations. In consultation with clients, you will determine their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives, and be required to analyse clients' financial status in order to develop financial plans. Acting as the main liaison between the company and the client, you will be in continuous contact with clients to revise their plans based on changes in the needs of clients or the investment market.

Along with a Polytechnic Diploma or higher, you should have two to three years of sales experience working in financial institutions or insurance companies. To succeed in this role, you will need to have a high degree of self-motivation and be extremely results-oriented. Excellent interpersonal and communication skills are necessary. Individuals from other industries with a proven sales track record are also welcome to apply.