Financial Advisory Representative

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

jiawei@placement.com.sg OR

WhatsApp +65 80863812 (wa.me/+6580863812)

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Job Description

• To evaluate the specific requirements of account holders and deliver targeted wealth advisory solutions.
• To secure fresh accounts via personal prospecting networks or by leveraging our active portfolio of marketing and client acquisition initiatives.
• Proactively cultivate a financially literate and self-sufficient customer base using comprehensive strategic mapping instruments, including portfolio diversification, mutual funds, personal coverage, and estate protection planning.
• Engage in business development activities, including client presentations, seminars, and workshops.

Job Requirements

• Self-motivated, with a strong will to excel in a competitive environment.
• Possess at least a GCE 'A' Level certificate, a Polytechnic Diploma, or higher academic qualifications, with active passes in CMFAS Modules 5, 8, 8A, 9 & 9A strongly favored.
• Demonstrate the capacity to engage and convey ideas seamlessly across a diverse demographic of individuals while exhibiting strong personal initiative and collaborative skills.
• Pleasant personality and good learning attitude.
• Possessing prior professional exposure in promotional campaigns or client acquisition roles will be highly beneficial.

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