Please read information below before applying for our job openings. If you have any questions, please contact us
FINANCIAL PLANNER JOB
Role & Responsibilities
- Adopting the needs based approach to provide solutions to meet customers financial needs
- Develop and implement wealth preservation and wealth accumulation plans
- Build and establish customer relationships
- Develop new customer relationships
- Ensure all operational transactions are executed expeditiously with minimum error as well as in strict compliance with audit and statutory guidelines
- Be placed on a structured fast track career path where you will receive personal mentorship and enjoy an attractive incentive scheme in addition to a competitive pay package
Minimum Requirements
- Candidate must possess at least Higher secondary/Pre-U/A level/College,
Bachelor’s Degree/Post Graduate Diploma/Professional Degree in any field. - Required language(s): English
- Required Certification(s): M5, M9, M9A, HI
- Optional Certification(s): BCP, PGI, CGI, M8, M8A
- Preferably executives specialised in Banking/Financial Services or equivalent.
Priority will be given to experienced financial planners.
Job Application Process
- Submit your CV using the form below.
- If we think your profile is suitable, we will call and conduct a phone interview.
- If you pass our phone interview, we will email you a link to complete an online psychometric test.
- If you pass our online psychometric test, we will schedule a face to face interview at our office.