Client Advisor

GMP Technologies; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

GMP Technologies in Singapore is seeking a customer-focused financial advisory professional to provide sound financial guidance and review. You will build lasting relationships with existing and prospective customers, capitalise on events and reviews, and actively pursue leads from our database to set up appointments.

The role involves maintaining sales momentum and driving conversions through referrals, with a focus on helping customers achieve greater financial competency.

Qualifications

• Min GCE A Levels, Diploma or Degree in any field
• No prior experience required
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

Responsibilities

• Provide sound financial advice with proper fact-finding and review of customers' financial goals
• Build & maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
• Proactively acting on leads from our database and setting up appointments with potential customers
• Ensure sales conversion by capitalizing on referrals

Skills

Interpersonal skills

Customer-focused

Education

GCE A Levels

Diploma

Degree

Tools

CMFAS M5

CMFAS M9

CMFAS M9A

CMFAS HI

CMFAS BCP

CMFAS PGI

Job description

• Provide sound financial advice with proper fact-finding and review of customers financial goals
• Build & maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
• Proactively acting on leads from our database and setting up appointments with potential customers
• Ensure sales conversion by capitalizing on referrals

Requirements:

• Min GCE A Levels, Diploma or Degree in any field
• No prior experience required
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

We regret that only shortlisted candidates will be notified.