The role involves providing personalized investment advisory services tailored to each client's profile and life goals
Job Summary
The role involves providing personalized investment advisory services tailored to each client's profile and life goals.
Candidates are expected to prospect new investors, retain existing assets, and diversify client portfolios through consultative sales.
The position offers a variable compensation structure including PLR and RV, along with comprehensive benefits like medical assistance and childcare support.
Matching Summary
The role involves providing personalized investment advisory services tailored to each client's profile and life goals.
Salary
Variable Remuneration (PLR + RV); Benefits: Medical Assistance; Meal/Childcare Allowances; Wellhub; Transport Pass
Skills & Requirements
Must-have
Certification CEA or CPA-20 with plan to obtain
Complete undergraduate degree required
In-person client visits 3-4 times per week
Nice-to-have
Post-graduate education preferred
Strong knowledge of banking products
Consultative sales approach
Diversity and inclusion mindset
Customer-centric thinking style
Key Requirements
CEA certification (CPA-20 acceptable if committed to obtaining CEA)