[PERM] Wealth Planner (Basic + Incentive + Comm + Bonus)
5 days ago
Responsibilities:
Provide sound financial advice with proper fact-finding and review of customers financial goals
Build & maintain long-lasti..
Responsibilities:
- Provide sound financial advice with proper fact-finding and review of customers financial goals
- Build & maintain long-lasting relationships with both existing and potential customers
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
- Proactively acting on leads from our database and setting up appointments with potential customers
- Ensure sales conversion by capitalizing on referrals
Requirements:
- Min GCE A Levels, Diploma or Degree in any field
- No prior experience required
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
Please state your availability, current and expected salary in the resume.
We regret that only shortlisted candidates will be notified.
GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Eddie Tang | Registration No: R1221129
Official account of Jobstore.
