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3 weeks ago
Assist clients with financial planning such as Insurance Planning, WealthAccumulation and Wealth Preservation.
- Assist clients with Investment Planning such as Collective Investment Schemes.
- Assist client with Health Insurance Planning.
- Assisting clients with their financial decision planning.
- Ability to assess the needs of the client’s financial situation and identify the existing gaps.
- Craft and establish investment objectives for clients.
- Able to present and thoroughly explain short-term and long-term goals to clients.
- Committed to clients and being up to date about the client to update their financial plan accordingly.
- Regular meet-up with clients and assist them accordingly.
- Building clients bases and identifying prospective clients.
- Establishing good and positive relationships with clients.
**Job Requirements**
- Recognised Degree or Diploma graduates in business studies.
- Minimum 2 years of financial serices experience preffered.
- Possesses service mindset.
- Enjoy networking and providing sound financial planning advice.
- Have good interpersonal and communication skills and are adept at working with multiple stakeholders to drive desired outcomes.
- Strong networker & relationship builder.
- Highly goal driven and work well in fast paced environments.
- Thorough and precise.
- Dedicated and committed.
