Wealth Advisor & Client Relations Specialist

GMP TECHNOLOGIES (S) PTE LTD; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial services firm in Singapore seeks a Financial Advisor to provide sound financial advice and support customers in achieving their financial goals. In this role, you'll build long-lasting relationships and capitalize on sales opportunities. Candidates with GCE A Levels or higher are encouraged to apply, though no prior experience is necessary. You should possess good interpersonal and communication skills to foster customer relationships, and certifications such as CMFAS M5 or M9 are preferred.

Qualifications

• No prior experience required.
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary.
• 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 and branch engagement activities.
• Act on leads from the database and set up appointments with potential customers.
• Ensure sales conversion by capitalizing on referrals.

Skills

Wealth Management

Interpersonal Skills

Communication Skills

Relationship Management

Customer Service

Adaptability

Financial Advisory

Financial Markets

Education

Min GCE A Levels, Diploma or Degree

Job description

A financial services firm in Singapore seeks a Financial Advisor to provide sound financial advice and support customers in achieving their financial goals. In this role, you'll build long-lasting relationships and capitalize on sales opportunities. Candidates with GCE A Levels or higher are encouraged to apply, though no prior experience is necessary. You should possess good interpersonal and communication skills to foster customer relationships, and certifications such as CMFAS M5 or M9 are preferred.