Financial Planning Lead & Client Growth Coach
holistic vitality international pte. ltd.
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Benefits offered by this job
Job summary
holistic vitality international pte. ltd. is seeking energetic individuals to build a client base and provide financial guidance. You will learn from mentors through a structured training program and gain practical skills in wealth planning.
Join a supportive team that emphasizes career growth, ongoing development, and a balanced lifestyle. The onboarding focuses on real-world client solutions and mentorship to help you succeed.
Responsibilities
- Build and maintain a clientele base
- Providing financial advice based on clients’ financial and protection needs
- Establish clients' objectives and needs, and propose solutions to meet their goals
- Providing recommendations to clients on wealth accumulation and legacy planning
Job description
holistic vitality international pte. ltd. is seeking energetic individuals to build a client base and provide financial guidance. You will learn from mentors through a structured training program and gain practical skills in wealth planning.
Join a supportive team that emphasizes career growth, ongoing development, and a balanced lifestyle. The onboarding focuses on real-world client solutions and mentorship to help you succeed.
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