Financial Advisory Representative

FINANCIAL ALLIANCE PTE. LTD.

Singapore, Singapore
**
Profile client needs for financial advice
Acquire new clients through sales activities
Develop financially independent clientele
** The Financial Advisory Representative position at Financial Alliance Pte. Ltd. involves providing tailored financial advice to clients while engaging in business development activities. The ideal candidate should be self-motivated, possess relevant qualifications, and have strong interpersonal skills. **

Job Summary

  • The role involves profiling client needs to provide purposeful financial advice.
  • Candidates are expected to actively develop a savvy clientele using techniques like Asset Allocation and Unit Trusts.
  • The position requires engaging in business development activities including client presentations, seminars, and workshops.

Matching Summary

Match Score: 75

** The Financial Advisory Representative position at Financial Alliance Pte. Ltd. involves providing tailored financial advice to clients while engaging in business development activities. The ideal candidate should be self-motivated, possess relevant qualifications, and have strong interpersonal skills. **

Skills & Requirements

Must-have

  • Profile client needs for financial advice
  • Acquire new clients through sales activities
  • Develop financially independent clientele

Nice-to-have

  • Self-motivated with strong will to excel
  • Pleasant personality and good learning attitude
  • Experience in marketing or sales

Key Requirements

  • Minimum GCE 'A' Levels, Diploma or above
  • Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A preferred
  • Ability to interact effectively with broad range of people

Work Rights

Not specified

Tailored Resume

Cover Letter