Financial/Business Advisor
CVISTA HR CONSULTING PTE. LTD.
Date: 1 day ago
Area: Singapore, Singapore
Salary:
SGD 3,000
-
SGD 5,000
per month
Contract type: Full time

Benefits:
- Attractive one-time joining bonus of $1,000
- Additional allowance to match your last drawn salary during your career transition (excluding commissions)
- Full training provided — no prior financial experience required
- High earning potential with performance-based incentives
- Clear career progression path and professional growth opportunities
- Enjoy autonomy over your schedule and work-life balance
- Ongoing mentorship and team support
Responsibilities:
- Assess clients’ financial needs, goals, and risk tolerance
- Provide personalized financial planning and investment advice
- Recommend appropriate financial products such as insurance, retirement plans, investments, and savings options
- Monitor and review clients' financial plans regularly and adjust as needed
- Keep up to date with financial markets, regulations, and industry trends
- Maintain strong client relationships through regular communication
- Ensure compliance with all industry rules and regulations
Requirements:
- Full certificate in GCE A' Level, Any Degree qualification, Diploma awarded by a polytechnic in Singapore or equivalent.
- Training
Qualified or interested candidates, please submit your updated resume in MS format by using the Apply Now Button
Candidates are also encouraged to contact our office where our approachable Consultants will address any inquiries and advice you with relation to this job advertisement. Our dedicated HR Consultants will get in touch with shortlisted candidates for a confidential discussion
R2197550 | EA License 16C7883
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