
Prosperity Specialist
5 days ago
We are seeking highly motivated and ambitious individuals to join our dynamic team of Wealth Managers. As a key member of our team, you will be responsible for helping clients manage and grow their wealth.
To succeed in this role, you will need to possess strong communication and interpersonal skills, with the ability to build and maintain relationships with clients. You will also need to have a solid understanding of investments, insurance, and financial planning.
In return, we offer a competitive compensation package, including high basic pay along with commission bonus, work life balance, monthly rewards and recognition, and incentive overseas trips for team members.
If you are looking for a challenging and rewarding career opportunity, please consider joining our team.
About This Role
- Work directly with clients to help them manage and grow their wealth.
- Build and maintain strong relationships with new and existing clients.
- Understand clients' goals, needs, and risk profiles.
- Provide tailored advice on investments, insurance, and financial planning.
- Growing your portfolio by connecting with new leads and referrals.
- Continuously learning and staying ahead of market trends and financial products.
Requirements
To be successful in this role, you will need to possess:
- Minimum diploma from a local institution.
- Minimum 2 years of experience in relevant fields.
Benefits & Perks
We offer a range of benefits and perks, including:
- High basic pay along with commission bonus.
- Work life balance.
- Monthly rewards and recognition.
- Incentive overseas trips for team members.
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