Sales Associates

Responsible for sales prospecting, client aquisition and relationship servicing.

Day to day roles include arranging for online/physical consultation for clients financial health review. After the fact find appointment, proceed to do case preparation for solution recommendations. Present the final proposal for clients consideration and assist in the cases application process and any servicing matters.

Able to coordinate administrative tasks on hand as well as keeping to date with latest financial and regulatory updates for clients portfolio management.

1. Age 21 years and above
2. No Sales experiences required (In house and external training will be provided)
3. Minimal A level and above
4. Able to work well in team and also strong independent worker.