We are seeking an experienced Senior Financial Advisor for the client. Candidates who which to have a change of environment and experience a cohesive and supportive team should apply.
The Senior Financial Advisor will be responsible for providing support to the sales team and soliciting customers during the sales process. Liaise with customers to help resolve sales-related issues in a timely manner and generally providing real-time support.
Responsibilities include:
• Conduct business development strategies to expand network of clients and onboard new business accounts.
• Self-driven and motivated to drive as well as achieving weekly set sales targets.
• Ensure business retention with existing clients by conducting after sales reviews to following up on any potential problems and providing solutions.
• Organizing and Formulating innovative products or approach to secure new client accounts.
Requirements:
• CMFAS Certification
• Additional Certs such as CFP, ChFC, AFC and CLU would be an advantage.
• Minimum Local Diploma/ Bachelor’s Degree
• Highly motivated and a team player
• Good sales and negotiation skills and able to work independently
• Creative and proactive approach towards challenges.
• Ability to influence and build relationships at all levels especially with external customers.
• Ability to converse in mandarin would have an advantage, in order to converse with Mandarin Speaking Clients.
• Professional and polished image
Benefits:
· Incentives - Overseas trips
· Profit sharing
· Overseas career deployment
Interested candidates, please send in your resume to [email protected] / WhatsApp to 92309702 for an interview.
We look forward to speaking with you.
Business Registration Number: 202342719W.
Licence Number: 23C2002.
EA Personnel Registration Number: R23119217
