You will be responsible and involved in:
- Client Acquisition through various prospecting strategies
- Participate in business development activities relating to Financial Planning
- Review prospective/existing client portfolios
- Propose solutions and planning for client investment needs
- Client Management and Retention
- Attend and respond to customer queries professionally
Requirements:
- 21 years old and above (based on MAS requirements)
- Singaporeans
- A Diploma/Degree, preferably in Business, Banking & Finance, or Engineering
- Passion in Investment/Financial Planning
- Results oriented, Resourceful and Driven
- Excellent interpersonal and communication skills
Who we are looking for:
- Entry level candidates
- Mid-Career Switch - Candidates looking to build a long-term career with us and have control over your variable remuneration which allows you to achieve financial freedom.
