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Job Post

Financial Planner and Adviser

SG Limited Posted: 15 Month
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  • To profile clients’ needs and provide them with purposeful financial planning and advisory services.
  • Proactively acquire new clients through your own means or through our dynamic range of business development.
  • Provide professional financial advice and actively promote a comprehensive range of wealth management products.
  • Engage in business development activities, including client presentations, demos, proposal writing, and meetings.
  • Be client centric to ensure customer satisfaction.


  • Candidate must possess at least Bachelor's Degree/Post Graduate Diploma/Professional Degree in any field.
  • At least 2 Year(s) of working experience in the related field is required for this position.
  • Preferably Senior Executive specialized in Sales - Financial Services or equivalent.
  • Passionate in helping individuals through Financial Planning.


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