To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
*************
OR
Whatsapp +************* 3812
I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.
************* '
Company Overview
My client is a proactive and reliable financial advisory firm focused on delivering innovative financial guidance. We equip our people with training and technology to develop distinctive solutions that surpass client expectations while promoting shared growth and trust.
Job Summary
Provide comprehensive financial planning services and advice to clients, including personal financial planning, wills and estate planning, HNWI planning, and general insurance.
Responsibilities
Deliver customised financial planning services to clients seeking personal financial planning, wills and estate planning, HNWI planning, and general insurance solutions.
Explain complex financial concepts in a clear and accessible manner to help clients make informed decisions and establish confidence.
Apply effective sales techniques to understand client requirements and recommend suitable financial products and services.
Draw on relevant experience to evaluate clients' financial circumstances and formulate personalised advice aligned with their objectives.
Preferred competencies and qualifications
Degree or Diploma in a relevant field
Demonstrated maturity and outgoing personality to engage clients effectively
Proven communication and sales skills to drive client acquisition and retention
Relevant experience in financial advisory or related services
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.