Job Summary:
You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.
You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.
Responsibilities
- Attending to customers and provide financial advice.
- Plan out and manage investment policies to achieve clients' financial goals.
- Maintain and develop long-lasting relationships with both existing and potential customers.
- Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
- Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
- Conclude sales through referrals from colleagues.
- Attend to enquiries from walk-in customers.
Benefits and Prospect
- Attractive remuneration and a comprehensive benefits package.
- Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
- Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
- Job scope consist of digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).
Requirements:
- Bachelor's degree from a recognized university or a diploma from a local polytechnic
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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. Reg No: R23117785 (Lok Ding Hann)
