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.
