This role focuses on helping clients grow and protect their wealth through tailored financial strategies across investments, insurance, and retirement planning
Job Summary
This role focuses on helping clients grow and protect their wealth through tailored financial strategies across investments, insurance, and retirement planning.
Candidates will build and maintain strong client relationships while developing risk management and protection strategies to safeguard client assets.
The position offers the unique opportunity to be dual-licensed, allowing professionals to provide both investment and insurance solutions.
Matching Summary
Match Score: 78
This role focuses on helping clients grow and protect their wealth through tailored financial strategies across investments, insurance, and retirement planning.
Skills & Requirements
Must-have
Strong communication and interpersonal skills
Ability to adapt in a fast-paced environment
Willingness to learn and grow
Nice-to-have
Entrepreneurial mindset for client building
Supportive and collaborative team environment
Flexible working arrangements including WFH
Key Requirements
Minimum of A Levels, Local or IB Diploma
CMFAS certificates or relevant financial qualifications advantageous