Job Description & Requirements:
- Develop investment strategies and financial models for clients with the aim to grow their money.
- Build and nurture lasting relationships with customers to ensure satisfaction and loyalty.
- Deliver compelling presentations and demonstrations to potential customers.
- Review clients’ financial plans, identify and evaluate potential investments to meet their needs.
- Follow up and update clients on the progress of their investment strategies from time to time with regular reviews to fine-tune against changes in the market.
Benefits:
- Inclusive and flexible work environment
- Competitive salary and attractive monthly performance incentives
- Clear career progression
- Support provided to source and generate clients
- Comprehensive training program to equip you with the relevant skills
Training provided:
- On Job Training by certified finance expert from the industry
- Skill-set training (communications, objection handling, leadership)
Job Requirements:
- Must be 21 years old and above
- Singaporean Citizen or Permanent Resident
- Diploma in any field
- Strong interpersonal and communication skills with an ability to develop and maintain effective business relationships
- Perform driven
- Client facing require
