Jobs

    agency management trainee - Singapore - WONG YONG KEE

    WONG YONG KEE
    WONG YONG KEE Singapore

    4 days ago

    Default job background
    Description
    Roles & Responsibilities

    Job Description-

    A financial advisor is like a money bodyguard,

    1) protecting financial well-being with strategic advice on a variety of financial products and services. They assess clients' financial situations,

    2) develop personalized financial plans, and

    3) guide them towards profitable and secure decisions.

    4) adept at cultivating client relationships, networking, and selling financial products to meet sales quotas.

    Requirements-

    To excel in this tightly regulated role, a financial advisor

    must be able to analyze market trends and provide sound advice based on various financial indicators

    With a strong understanding of their industry and the ability to build trust, they help clients achieve their financial goals by offering strategic advice across a range of services, from debt management to investment planning.

    Regulatory Standards :

    Age 21 and above

    International Baccalaureate/ Polytechnic Diploma or Degree and above

    Fit and proper

    Tell employers what skills you have

    Techsavvy
    Asset Management
    Brokerage
    Housekeeping
    Interpersonal Skills
    Sales Management
    Wealth
    Channel
    Selling
    Sales Process
    Networking
    Advocate
    Excel
    Wellbeing
    Customer Service
    Excellent Interpersonal Communication Skills
    Financial Services

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