Job Description
As a Client Advisor, you must have the ability to manage client relationships and generate new opportunities. You will also have to maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own.
- Generate new business opportunities through client acquisition strategies
- Assist clients' with their investment journey with the various wealth accumulation instruments that are available to you, such as Equities, Bonds, ETFs, Unit Trusts to Investment & savings plans
- Contribute to the success of the business by developing client relationships and gaining referrals where possible
- As an advisor, your primary responsibility will be to ensure that the firm's clients receive the highest level of financial advice and ongoing services
- Increase income for the business by converting new leads and business opportunities
- Provide a first-class level of customer service at all times that exceeds the client's expectations
- Maintain a proactive and positive working environment, contributing to pulling the team towards shared goals and targets as well as your own
- Stay informed of the latest industry changes and updates, desire to continue self-development
- Analyze your clients' investments portfolio & ensure long term profitable growth
Benefits
- Competitive compensation package with the highest commission in market
- Monthly & Quarterly Bonuses with one of the highest and most competitive in market
- Incentive trips from company and partners
- Access to cutting-edge financial tools and resources
- Customized trainings & on the ground experiences provided to kickstart your finance journey
- CMFAS certifications will be provided to Shortlisted candidate
Requirement
- Minimum full certificate in GCE “A”, International Baccalaureate, Diploma awarded by a polytechnic in Singapore or equivalent, or degree holders in any discipline.
- CMFAS certifications M5, M8, M8A, M9, M9A and Health Insurance are required
- Eager to succeed will be an advantage
- Driven & Resilient Personality
- Interested in Personal Finance & Investment & Wealth management is an advantage
- People-oriented with good interpersonal and strong listening skills
- 21 years old and above (based on MAS requirements)
- Singapore Citizens or Permanent Residents
