Job Description
Key responsibilities:
• Develops and implements strategies to execute the business plan to achieve desired results (i.e., to increase client base, retention for key positions, improve overall business flow, Portfolio Management assets, etc.)
• Manage execution of day-to-day activities
• Identify and build relationship with clients
• Lead development and preparation of meetings
• Acquire, develop and maintain your portfolio of clients
• Provide sound financial advice to individual and corporate clients
• Regularly manage and update clients on their portfolio reviews
• Maintain updated knowledge of investment strategies and concepts
• Opportunity to conduct seminars, prepare and conduct presentation to potential clients
Training and Development:
• Accelerated development along a defined career pathway through our comprehensive management programme
• Opportunity to advance into a leadership role and groom a team of elites under your wings
• Overseas incentives trips
• 1 to 1 mentorship guidance
• Training Provided by top professional trainers to build Hard Skill, Soft Skill and Mind Skill
• Strong operational support from the company and the team
Benefits:
• $2000 - $5000 + Bonuses + Commissions
• Overseas Incentive Trips
• Friendly and Fun working environment
• Good work-life balance
• Career advancement opportunities
• Structured and comprehensive entrepreneurial training program
Job Requirement
• Full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
• Good knowledge of banking, wealth management & insurance products is an added advantage
• Excellent customer focused mindset
• Friendly and Fun working environment
• Min Age Requirement 21 years old
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