Job Description:
• In-depth understanding of employer, industry and federal regulations
• Knowledge of financial options, including investments, loans, savings accounts and stock options
• Expertise in financial planning and investment strategies
• Familiarity with the securities, mutual fund and insurance industries
• Advanced ability to analyze and explain market data
• Proficiency with word processing, spreadsheet, database and financial planning software
• Analytical thinking skills and the ability to assess clients’ needs
• Excellent communication abilities, including writing, speaking and active listening
• Effective sales, presentation and customer service skills
• Good organization and time management skills
By submitting any application or résumé to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.
We regret to inform you that only shortlisted candidates will be notified. All applications will be treated with the strictest confidence.
Elitez Pte Ltd | EA Licence: 16C8004| Hailey YANG | Registration No: R1876431
