#Entrepreneur Wealth Manager
4 weeks ago
As a Wealth Manager (Financial Advisory Consultant + Trading Representative), you would be able to offer a wider range of products and services in Stock Broking, Wealth Management and Financial Planning. In this role, you help clients accomplish financial objectives; develop and present financial strategies in protection and risk management. You will also provide investment advisory to clients with the aim to grow their money through various investment strategies, and service your clients in their trading needs.
We are looking for someone:
· To provide wealth management solutions to clients and help them grow their assets
· To recommend a wide range of financial solutions to meet client’s financial needs
· To actively seek and acquire new customer base
· Passionate in Investment/Financial Planning
· Entrepreneurial, Resourceful and Driven
Requirements:
· Excellent interpersonal and communication skills
· Minimum Full A Levels or Diploma awarded by a Polytechnic or International Baccalaureate Diploma
· Certificates from the following CMFAS papers will be advantageous: M1A, M5, M6, M6A, M8, M8A, M9, M9A
· Candidates without experience may also apply
· Attractive commission base structure with available remuneration packages
We support you by equipping you the knowledge needed to be competent in your financial advisory career. This includes:
· Job Shadow Program
· a customized Fast-Start Program
· Weekly coaching and joint-field work with qualified supervisors
Tell employers what skills you have
Coaching
Wealth Management
Investment Advisory
Microsoft Office
Investment Strategies
Windows 10
DNA
Financial Planning
ERP
Wealth
Risk Management
Payroll
Entrepreneurship
Good Communication Skills
Financial Advisory
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