Highlights:
- Performance-based incentives such as Commission, Comprehensive Bonus Package and Overseas trips
- Professional Development with guided One-on-One Training and Mentorship
- Work-Life Integration
- Utilise Digital Innovation Tools, including AI systems
- Dynamic Work Environment
Description
- Drive Client Acquisition and Retention by delivering exceptional service and comprehensive programs.
- Evaluate clients’ financial situations to design suitable portfolio solutions using investment strategies, management, and retirement planning that support their wealth journey, protection needs, and life goals utilizing our full range of products.
- Offer business solutions to service companies—from start-ups and SMEs to MNCs—to achieve their financial objectives in areas like employee benefits and retention.
- Handle Administrative tasks such as preparing financial document summaries, investment performance reports, and income projections for clients.
- Build connections with industry experts, foster relationships with clients, and expand your professional network.
- Prioritize clients’ best interests, with a focus on cultivating long-term relationships.
Benefits:
- Recognize good Performance with Attractive remuneration and a comprehensive benefits package such as quarterly and year-end bonuses
- Recognition awards that offer qualifying representatives the opportunity to travel to exciting international destinations
- Receive Company investment in paid training programs, experienced mentorship, industry certification, and on-the-job experience to develop the necessary skillsets for a successful career in wealth management.
- Advanced digital tools that enable hybrid work, allowing you to work flexibly from the office, home, or while meeting clients.
- Career Progression to management level within 2 years
Job Requirements:
- Motivated and Ambitious individual with Strong Leadership quality
- Passionate in investment(wealth) management, planning, and solutions
- Efficient in analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work on a flexible schedule that includes weekends
- Bachelor's degree or a Diploma from a local polytechnic
- At least 21 years old
Whether you are a fresh graduate, or looking for a mid-career switch, we welcome you to apply!
