You will be required to:
- Provide sound financial advice with proper fact-finding and review of customers financial goals
- Maintain long-lasting relationships with both existing and potential customers
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers
- Ensure sales conversion by capitalizing on referrals from Branch Services colleagues
To join us as a Client Advisor, you will need:
- No prior experience!
- Have obtained at least a full certificate in GCE A levels, diploma or degree in any field
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
Other information
- Corporate permanent position, and you will be assigned to branches.
- Remuneration package includes a permanent basic salary, attractive sales incentives and full employee benefits.
- Training and career progression provided for candiates with drive and grit
- With a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours!
Interested candidates kindly send in your resume, we regret only shortlisted candidates will be notified.
EA License No. 14C7092
EA Registration No. R1110882 (Lee Ming Er)
