Financial Advisory Representative - Pasir Ris
FINANCIAL ALLIANCE PTE. LTD. Pasir Ris Full-time
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.
- 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.
Global Financial ConsultantsGeylang, 9 km from Pasir Ris
Are you an experienced financial adviser looking for the right platform to take your career to the next level? At Global Financial Consultants (GFC), we provide the infrastructure, support, and client network you need to maximize your earnings...
FINANCIAL ALLIANCE PTE. LTD.Tampines, 3 km from Pasir Ris
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...
Geylang, 9 km from Pasir Ris
Role Overview:
As a Financial Advisory Associate, you'll be trained to:
• Understand the needs of clients across different life stages
• Deliver comprehensive financial solutions in areas like:
• Protection & Wealth Planning
• Property...