Interest in financial planning or wealth management
Ability to tailor financial advice to unique client needs
You act as a companion on clients' journeys toward achieving their life goals by tailoring financial advice to meet their unique needs
Job Summary
You act as a companion on clients' journeys toward achieving their life goals by tailoring financial advice to meet their unique needs.
The role involves seizing opportunities to excite new and existing clients by bringing them investment ideas and insurance solutions to grow their wealth.
Employees receive structured training, on-the-job development, and an attractive remuneration package including overseas travel recognition programs.
Matching Summary
Match Score: 75
You act as a companion on clients' journeys toward achieving their life goals by tailoring financial advice to meet their unique needs.
Salary
Attractive remuneration; Comprehensive benefits package; Travel recognition program
Skills & Requirements
Must-have
Bachelor's degree or local polytechnic diploma
Interest in financial planning or wealth management
Ability to tailor financial advice to unique client needs
Nice-to-have
Self-motivated with drive and tenacity
Experience in tele-prospecting and virtual interactions
Knowledge of bank products and insurance solutions
Key Requirements
Bachelor's degree from recognized university
Diploma from local polytechnic
Interest in financial planning or wealth management