Job Scope
- Leveraging financial planning and analysis tools to enhance the efficiency and effectiveness of investment decision-making processes
- Conducting detailed financial assessments of clients to understand their financial goals, risk tolerance, and investment preferences
- Collaborating with clients to develop comprehensive financial plans that align with their short-term and long-term objectives
- Building and managing investment portfolios tailored to each client's unique needs and objectives
- Effectively communicating investment strategies, portfolio performance, and market updates to clients
- Educating clients on investment principles, market dynamics, and the rationale behind recommended strategies
Learning
- Learning tracks tailored to nurture and develop future leaders in our industry
- 12-week comprehensive programme designed to equip you with in-depth business knowledge, technical, and interpersonal skills
- Compulsory comprehensive business induction and other regional development programmes
- Embrace a supportive environment that fosters growth and success
Benefits
- Allowance of up to $6000 (before commissions and bonuses)
- Incentive overseas trips
- Individual and Small Group Mentoring
- Find personal fulfillment by helping clients achieve their financial goals
- Build long-term relationships based on trust and collaboration
Requirements
- Diploma or Degree from a recognized institution in any field
- Passionate to make a difference
- Adventurous, driven with entrepreneurial spirit creative problem solver with an open mind
- Outspoken with excellent communication & interpersonal skills
- Equally motivated by working independently as well as collaborating in a team
At Invictus, we believe in Empowering a Happy, Abundant and PurPoseful You.
Join us and build meaningful relationships as we walk with you toward financial freedom.
#SPInvictus #RelationshipsForLife
Job Type: Full-time
