Plan, organize and develop clientele
Analyze and evaluate client's financial priorities
Establish clients' financial goals
Provide professional financial advice to clients on suitable financial products
Monitor client's financial growth
Customize solutions to suit client's needs
Help clients achieve their financial goals
Learn and undertake professional development training and be updated on financial products
Conduct periodical financial and portfolio review with clients
Knowledgeable in risk management, wealth accumulation and wealth management skills
Positive and friendly working environment
Career development opportunities
Comprehensive training will be provided
Be recognized for your hard work with incentive trips
Create awareness everywhere you go
Have control over your time
Have work-life balance
You decide your own income
An opportunity to decide if this is the right career for you
The possibility of transition into career in financial service industry
Valuable hands-on work experience that you can't get in classroom
Building an extensive network and connections
Establishing meaningful relationships
Positive attitude and eagerness to learn
Initiative and critical thinking
Adaptability and tenacity
Ability to understand customer needs and handle different types of personalities
Age 21 years old & above
GCE A levels, Degree or Diploma
Join us if you are outgoing, enjoy meeting people, able to work independently and possess the right attitude and aptitude!
Please send in your resume to email@example.com.
We regret to inform that only shortlisted candidates will be notified.
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