To profile clients' needs and provide them with purposeful financial advice.
To acquire new clients through your own means or through our dynamic range of business development and sales activities.
Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
Engage in business development activities, including client presentations, seminars, and workshops.
JOB REQUIREMENTS
Self-motivated, with a strong will to excel in a competitive environment.
Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.