Client Advisor

Genesis Financial Group - Calvin Lek | Date Posted: 18-Feb-2019
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Job Nature:
Position Level:
Student Job
Diploma, Bachelor's / Honours

Job Description

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.


  • 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
Company Overview
Genesis Financial Group - Calvin Lek