Client Advisor

Jobs description:

• Actively acquire and prospect new clients.
• Construct complete portfolio solutions around unit trusts, estate planning and risk protection for clients.
• Develop and enhance relationships with new and existing affluent clients through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to clients.

Benefits:

• Training provided by top professional trainers to build hard and soft skills
• Vibrant working environment
• Attractive remuneration packing, comprising of high basic salary and high commission scheme
• Flexible working hours
• Opportunity for career advancement
• Travel opportunities to Europe and USA

Job Requirements:

• A recognized university degree / diploma
• At least 3 years of relevant experience in the banking / financial industry, experienced in financial & investment product sales
• Good knowledge of wealth management & investment products
• Self-motivated, with strong sales drive & energy
• Possess relevant accreditation (M1B, M5, M6, M6A, M8, M8A, M9 M9A HI)
• Singaporean / PR only