Client Advisor
7 days ago
**Our client is a young Financial Advisory Agency currently expanding their group, looking for someone who are either in their mid-career switch stage or even newly graduates that is keen to venture into an exciting career to join their small growing team as Business Partner / Client Advisor offering the following support**:
- **Platform with multiple solution providers to catered for customer.**:
- **Multi-Layered trainings targeted to build product knowledge, interpersonal skillset, and personal development.**:
- **Corporate Training - Developing product and skills knowledge.**:
- **Agency Training - Training by highly experienced practitioners in developing soft skills.**:
- **Dedicated mentors seeking to train and develop individuals in attaining their goals.**
**Responsibilities**:
- Providing good financial consultation tailored to the clients individual needs in the following premises:
- Personal Insurance Planning
- Portfolio Planning
- Investment Planning
- Estate Planning
**Job Requirements**:
- Minimum Diploma in any discipline.
- Good personality with excellent communication and interpersonal skills.
- Proven ability to work independently and under pressure.
- Excellent organization and time management skills.
**Other Information**:
- Multiple Solution Providers available to Allow You Provide Comprehensive Advise to Clients
- Monthly Incentive up to $5,000
- Entitle to Uncapped Monthly Commission
- Yearly Performance Bonus
- Personal Coaching Provided by the Manager
- Exciting Opportunities for Career Advancement
Our dedicated and approachable Career Talent consultants will get back to you soon for a confidential discussion.
**Please include the following information in your resume**:
- Education Background
- Work Experience in point forms
- Reason (s) for Leaving
- Current and Expected Salary
- Date of Availability / Notice Period
**Heng **Kien How (Henry)**
**Registration No.: R1982999**
**CT Solutions (Pte. Ltd.) EA License No: 20C0257
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