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Client Advisor

2 weeks ago


Downtown Core, Singapore Summit Planners Invictus Full time $500 - $10,000 per year

Job Scope

  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Achieve customer acquisition and revenue growth objectives
  • Educate clients on investment strategies, market trends, and the potential risks and rewards associated with different investment options
  • Stay updated on industry developments, investment products, and financial innovations

Learning

  • Learning tracks tailored to nurture and develop future leaders in our industry
  • 12-week comprehensive programme designed to equip you with in-depth business knowledge, technical, and interpersonal skills
  • Compulsory comprehensive business induction and other regional development programmes
  • Embrace a supportive environment that fosters growth and success

Benefits

  • Incentive overseas trips
  • Individual and Small Group Mentoring
  • Find personal fulfillment by helping clients achieve their financial goals
  • Build long-term relationships based on trust and collaboration

Requirements

  • Diploma or Degree from a recognized institution in any field
  • Passionate to make a difference
  • Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
  • Outspoken with excellent communication & interpersonal skills
  • Equally motivated by working independently as well as collaborating in a team

At Invictus, we believe in Empowering a Happy, Abundant and Purposeful You.

Join us and build meaningful relationships as we walk with you toward financial freedom.

SPInvictus #RelationshipsForLife

Job Type: Full-time

Pay: $5, $10,000.00 per month

Benefits:

  • Flexible schedule
  • Professional development

Education:

  • Local Polytechnic Diploma (Preferred)

Work Location: In person