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Company Info
JJCosmos Innovations Pte Ltd
67 A Bugis Village, Singapore
Singapore, (Singapore)
Phone: +65 6336 5697 / 6336 9763
Web: www.jjcosmos.com
Company Profile
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Personal Financial Planner
Job ID: 39311 Job Views: 4,410
Location: Singapore,
Job Category: Accounting
Employment Type:
Posted: 01-12-2017
Job Description:
  • A winning strategy for the selected few.
  • A training program to equip you for the highly competitive financial and wealth management industry.
  • An excellent system to support you in your endeavours
  • Responds to new member inquiries, facilitates opening of accounts and recommends related Credit products and services based on a mini-financial needs analysis.
  • Proactively seeks, develops and maintains new business resulting in memberships, shares, consumer loans, and home equity products through tele-consulting, internal referrals, interviews with new and existing members, and service calls to prospective employer groups
  • Records daily tele-consulting calls and new member profiles.  Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting daily mini-financial needs analysis.
Job Requirements:
  • Minimum Degree holder and above
  • Good communication skills
  • Excellent interpersonal skills
  • Keen interest in finance industry
  • Self-motivated and determination to succeed

Interested candidate, please email resume in MS WORD Format to: admin@jjcosmos.com.



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JJ Cosmos Innovations Pte Ltd

Where Talent Meets Opportunity