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Student Financial Advisor(fresh grad)
2 weeks ago
Job Title: Financial Services Consultant at Wealth Management Company
- To identify target markets and sales opportunities among Foreigners and expatriates residing locally
- Develop relationships with targeted market segments, keeping client plans up-to-date and acquiring new clients
- Maintain relationships with clients by meeting with them periodically and providing advice on services and investment products
- Interview clients to determine financial objectives and develop customized financial plans
- Research available insurance/investment products to fit clients' financial plans
- Recommend strategies to achieve financial goals and implement planning recommendations
- Arrange insurance contracts and collect initial premiums from clients
- Maintain persistency of sales in in-force policies
Requirements:
- Diploma/ Degree holder in any discipline
- Students in the 1st or 2nd year of University or fresh graduates
- Must possess excellent interpersonal skills and leadership potential
Skills:
- Wealth Management
- Management Skills
- Sales
- Lifestyle
- Leadership
- Risk Tolerance
- Financial Planning
- Interpersonal Skills
- Investments
- Wealth Accumulation
- Life Insurance
- Presentation Skills
- Consulting
- Financial Advisory
- Customer Service
- Health Insurance
- Financial Services
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