*Provided leads
*Basic + comms
5.5 days work week
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)
