
Career Opportunity for Experienced Financial Professional
2 weeks ago
Job Title: Financial Advisor
As a highly skilled financial advisor, you will be responsible for managing and consolidating existing clients' portfolios. This includes acquiring new clients through various activities, such as following up on leads provided on a monthly basis.
- Main Responsibilities:
- Managing and consolidating existing clients' portfolios
- Acquiring new clients through various activities, with leads provided on a monthly basis.
- Providing financial advice and customized solutions to individuals and companies
- Maintaining long-term relationships with individual and corporate clients
- Providing good after-sales service
- Working as a team player, fast learner, and being able to articulate
- Participating in structured training programs
- Pursuing a path to management within one year
About the Role:
The remuneration package will be based on your working experience, which we will discuss during our meet-up. As a financial advisor, you will have the opportunity to work with a diverse range of clients and provide them with personalized financial solutions.
Required Skills and Qualifications:
To succeed in this role, you will need to possess excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment. You should also have a strong understanding of financial concepts and principles, as well as the ability to analyze complex data and make informed decisions.
Benefits:
This role offers a competitive salary and benefits package, as well as opportunities for professional growth and development. You will also have access to ongoing training and support to help you achieve your career goals.
Others:
We are looking for someone who is passionate about providing exceptional customer service and has a strong desire to learn and grow with our company. If you are a motivated and results-driven individual who is looking for a challenging and rewarding role, we encourage you to apply.
Key Skills:
- Coaching
- Wealth Management
- Listening Skills
- Asset Management
- Lifestyle
- Aftersales
- Financial Planning
- Investments
- Wealth Accumulation
- Wealth
- Risk Management
- Retirement Planning
- Financial Advisory
- Team Player
- Articulate
- Retirement
- Corporate Finance
- Ability To Learn
- Financial Services
We value diversity and equal opportunities:
We welcome applications from talented individuals from all backgrounds. Our company is an equal opportunities employer and welcomes applications from people with disabilities, LGBTQ+ candidates, and those from diverse ethnic and cultural backgrounds.
Contact Us:
Please submit your application, including your resume and cover letter, to us via email. We look forward to hearing from you
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