Financial Services Professional

2 weeks ago


Singapore CareerVisors Full time

About the Role

We are seeking a highly motivated and results-driven Financial Growth Expert to join our team at CareerVisors.

Key Responsibilities:

  • Provide expert financial advice and guidance to clients to help them achieve their financial goals.
  • Develop and maintain strong relationships with clients to foster trust and loyalty.
  • Identify and pursue sales opportunities through customer events, financial assessments, and branch engagement activities.
  • Expand our customer base by actively pursuing leads from our database and scheduling appointments with potential clients.
  • Utilize referrals, roadshows, collaborations, seminars, and corporate solutions to boost sales conversion.

What We Offer:

  • A competitive allowance salary and benefits package.
  • Opportunities for flexible working arrangements.
  • A comprehensive learning platform for financial portfolio management.
  • Fast-tracked career progression to managerial or consulting positions.
  • Signing bonus and performance awards.
  • Overseas business trips and professional development opportunities.
  • A dynamic and supportive work environment.

Requirements:

  • No prior experience is necessary, as we offer on-the-job training.
  • Diploma or A-Levels and above.
  • Willingness to take up CMFAS certifications (M5, M9, M9A, HI), with existing certificates preferred but not necessary.
  • Ability to travel for trainings and client meet-ups.
  • Motivation by performance-based incentive structures and hard work.
  • Excellent interpersonal skills and a passion for helping customers.


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