Wednesday, August 6, 2008

Singapore - Personal Financial Planner

Personal Financial Planner Responsibilities

-- Servicing of existing and new prospective clients.

-- Managing client relationship and providing continual support to them.

-- Follow up on sales leads.

-- Work out sales proposals to meet clients’ financial objectives and goals.

-- Provide professional advice for clients on wealth management products and services.

-- Monitor client investment / risk management portfolio.

Requirements

-- Singaporean / PR only.

-- 21 years old and above (MAS requirement).

-- Minimum diploma or A lever holder.

-- Existing planner will be given management post.