Financial Advisory Representative

FINANCIAL ALLIANCE PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial advisory firm in Singapore seeks a motivated candidate to profile clients' needs and provide financial advice. The role involves acquiring new clients and developing a savvy clientele using financial planning techniques. Strong communication and teamwork skills are essential. Minimum GCE 'A' Levels is required, and experience in marketing/sales is a plus.

Qualifications

• Self-motivated with a strong will to excel in a competitive environment.
• Pleasant personality and good learning attitude.
• Experience in marketing/sales is an added advantage.

Responsibilities

• Profile clients' needs and provide financial advice.
• Acquire new clients through various business development activities.
• Develop a financially independent clientele using financial planning techniques.
• Engage in client presentations, seminars, and workshops.

Skills

Self-motivated

Effective communication

Teamwork

Sales experience

Education

Minimum GCE 'A' Levels or Diploma

Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A

Job description

Job Description

• To profile clients' needs and provide them with purposeful financial advice.
• To acquire new clients through your own means or through our dynamic range of business development and sales activities.
• Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
• Engage in business development activities, including client presentations, seminars, and workshops.

Job Requirements

• Self-motivated, with a strong will to excel in a competitive environment.
• Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
• Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
• Pleasant personality and good learning attitude.
• Experience in marketing/sales is an added advantage.