Financial Advisory Representative

3 weeks ago


Singapore Financial Alliance Pte. Ltd. Full time

JOB DESCRIPTION

  • To profile clients' needs and provide them with purposeful financial advice.
  • To acquire new clients through your own means or through our dynamic range of business development and sales activities.
  • Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
  • Engage in business development activities, including client presentations, seminars, and workshops.

JOB REQUIREMENTS

  • Self-motivated, with a strong will to excel in a competitive environment.
  • Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
  • Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
  • Pleasant personality and good learning attitude.
  • Experience in marketing/sales is an added advantage.


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