
Financial Consultant
2 weeks ago
Job Scope:
- Assessing and analyzing the client’s financial situation and identify shortfalls
- Assisting clients to establish investment objectives
- Presenting clients financial plan with short
- and/or long-term goals
- Meeting with the client regularly to assess if recent life changes will affect the financial plan
- Providing advice and recommendation on a variety of investment solutions
- Providing quality pre
- and post-sales services
- Building a client base and identify prospective clients
- Cultivating relationships with existing and prospective clients
**Requirements**:
- A-Levels Holder / Diploma Holder / Degree Holder
- Minimum age 21 and above (Regulatory Requirements)
Job benefits:
- Flexible working hours and a customized work schedule promote work-life balance
- Trips with the firm on an annual and motivated basis
- Training programmes are fully funded, and one-on-one mentorship training is available
- Supportive team, welcoming and enjoyable work environment / Join forces with pals and collaborate
**Salary**: $2,500.00 - $5,000.00 per month
**Benefits**:
- Flexible schedule
Schedule:
- Flexible hours
**Education**:
- GCE 'A' Level or equivalent (preferred)
-
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