- Provide sound financial advice with proper fact-finding and review of customers financial goals
- Maintain long-lasting relationships with both existing and potential customers
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
- Increase our customer base by proactively acting on leads from our database and setting up appointments with potential customers
- Ensure sales conversion by capitalizing on referrals from Branch Services colleagues
- No prior experience
- Have obtained at least a full certificate in GCE A levels, diploma or degree in any field
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
- Corporate permanent position, and you will be assigned to branches.
- Remuneration package includes a permanent basic salary, attractive sales incentives and full employee benefits.
- Training and career progression provided for candiates with drive and grit
- With a monthly paid salary, employee benefits and Induction trainers to impart their skills, we fully equip you to embark on a career of financial advisory, Made Yours
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Client Adviser - Singapore - SEARCH INDEX PTE. LTD.
Description
Roles & ResponsibilitiesYou will be required to:
To join us as a Client Advisor, you will need:
Other information
Interested candidates kindly send in your resume, we regret only shortlisted candidates will be notified.
EA License No. 14C7092
EA Registration No. R Lee Ming Er)
Tell employers what skills you haveWealth Management
Ability to Multitask
Sales
Referrals
Interpersonal Skills
Investments
Relationship Management
Financial Markets
Insurance Sales
Adaptability
Employee Benefits
Communication Skills
Banking
Financial Advisory
Fixed Income
Customer Service
Personal Development
Financial Services
Equities