Financial Advisory Representative - Tampines
FINANCIAL ALLIANCE PTE. LTD. Tampines Full-time
JOB DESCRIPTION
- To profile clients' needs and provide them with purposeful financial advice.
- To acquire new clients through your own means or through our dynamic range of business development and sales activities.
- Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc.
- Engage in business development activities, including client presentations, seminars, and workshops.
- Self-motivated, with a strong will to excel in a competitive environment.
- Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred.
- Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment.
- Pleasant personality and good learning attitude.
- Experience in marketing/sales is an added advantage.
Downtown Core, 13 km from Tampines
Qualification: Diploma holders, Fresh Graduates, or Mid-Career Switchers
Remuneration: Basic allowance + Commission
Company Overview
Professional Investment Advisory Services Pte Ltd (PIAS), established in 2001, is one of Singapore’s leading financial advisory...
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