
Become a Financial Expert
5 days ago
We are seeking highly motivated professionals to join our team and help clients achieve their financial goals.
This challenging yet rewarding career path involves developing tailored solutions to meet clients' needs and providing regular reviews of their financial portfolio.
- Establish clear financial objectives with clients and create customized plans to achieve them.
- Build long-term relationships with clients and provide ongoing guidance on wealth management and insurance products.
- Cultivate a customer-focused mindset and possess excellent communication skills.
Benefits:
- Making a meaningful impact in the lives of others.
- A dynamic work environment that promotes flexibility and work-life balance.
- Ongoing training and development opportunities to enhance your skills.
- An attractive establishment allowance for selected candidates.
Terms and conditions apply. Performance-based commissions and incentives are available.
Requirements:
- A strong educational background, preferably with a certificate in GCE 'A' Level or International Baccalaureate Diploma qualification.
- Good knowledge of banking and financial services is an added advantage.
- Excellent customer service skills and a personable attitude.
- The ability to attain CMFAS certification RES5, M9, M9A, and HI.
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