Jobs

    Client Adviser - Singapore - SEARCH INDEX PTE. LTD.

    SEARCH INDEX PTE. LTD.
    SEARCH INDEX PTE. LTD. Singapore

    1 day ago

    Search Index Pte Ltd background
    Description
    Roles & Responsibilities

    You will be required to:

    • 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

    To join us as a Client Advisor, you will need:

    • 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

    Other information

    • 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

    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 have

    Wealth 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


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