Role:

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-facing environment, this is the opportunity for you.

Responsibilities

1. Manage clients that are from our proven system (No need to sell to friends and family)

2. Run through investment strategies with clients

3. Client management and retention.

4. Attend and respond to customer queries professionally.

What you will Learn:

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Requirements

• Diploma or Degree from a recognized institution in any field

• Passionate to make a difference

• Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind

• Outspoken with excellent communication & interpersonal skills

• Equally motivated by working independently as well as collaborating in a team

BENEFITS

• Competitive compensation package(Monthly allowance, Incentives, Quarterly Bonus and Year End Bonus)
• Various incentive trips
• Recurring income
• Professional development and trainings
• Fresh graduates are also able to apply for the role (Monthly allowance will vary with experience)