x
Get our mobile app
Fast & easy access to Jobstore
Use App
Congratulations!
You just received a job recommendation!
check it out now
Browse Jobs
Companies
Campus Hiring
Download App
Jobs in Singapore   »   Jobs in Singapore   »   Financial Advisory Representative
 banner picture 1  banner picture 2  banner picture 3

Financial Advisory Representative

Financial Alliance Pte. Ltd.

Financial Alliance Pte. Ltd. company logo

JOB DESCRIPTION

  • To profile clients' needs and provide them with purposeful financial advice.
  • To acquire new clients through your own means or through our dynamic range of business development and sales activities.
  • Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
  • Engage in business development activities, including client presentations, seminars, and workshops.

JOB REQUIREMENTS

  • Self-motivated, with a strong will to excel in a competitive environment.
  • Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
  • Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
  • Pleasant personality and good learning attitude.
  • Experience in marketing/sales is an added advantage.
✱   This job post has expired   ✱

Sharing is Caring

Know others who would be interested in this job?