Wealth Advisory Specialist - Singapore - INFINITUM FINANCIAL ADVISORY PTE. LTD.

INFINITUM FINANCIAL ADVISORY PTE. LTD.
INFINITUM FINANCIAL ADVISORY PTE. LTD.
Verified Company
Singapore

1 week ago

Wei Jie

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Wei Jie

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Description

Responsibilities:


  • Develop new client relationships and maintain relationships with existing clients.
  • Develop financial plan to provide financial advice, supporting clients in achieving financial needs and financial independence.
  • Compare among our range of products to back our recommendations with the best financial solutions.
  • Provide our best recommendations to client to facilitate them meeting their financial objectives and needs.

Benefits:


  • Permanent role with basic salary and performancebased incentives such as commission, allowance, and overseas trips;
  • Continuous professional development through a comprehensive training and development program.
  • Opportunities to learn and advise on a wide range of financial instruments from various providers.

Requirements:


  • Excellent people management skills with strong interpersonal and communication ability to deal with people of all levels in complex and challenging situations.
  • Self motivator and thrive in a dynamic and collaborative environment.
  • Degree or Diploma Holder with 5 years of relevant sales experience.
  • M5, M5A, M8, M8A, M9, M9A HI, Comm GI & PGI Certification.
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