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Below are the key responsibilities of Financial Advisor,
- Proactively identify and pursue new business opportunities, both with individual clients and corporate accounts
- Meet with clients to understand their financial goals, needs, and current financial situation
- Provide financial planning, including investment, retirement, insurance solutions, and estate planning
- Stay alert on market trends, solution updates, investment opportunities, and regulatory changes to provide timely and relevant advice
- Offer continuous support to clients through regular reviews, updates, and customer service to clients as needed.
Attend in-house and provider training & briefings
We are seeking an ambitious and positive-minded Financial Advisor to join our team. This is an exciting opportunity for someone with a passion for finance, strong relationship-building skills, disciplined and a desire to live a meaningful life.Requirements:
- A Degree in Finance, Economics, or a related field is preferred.
- Fresh graduates are welcome to apply
- Able to converse in English and Mandarin
- Pursuing or pursued relevant certifications such as CFP (Certified Financial Planner), RFP (Registered Financial Planner), or equivalent.
- Entrepreneurial mindset with a proactive, self-motivated approach and self-disciplined to technical, service and business development.
- Attractive Revenue-Sharing Income + Extra Overriding on team revenue income (for manager level)
- Flexible Working Hours & Work-From-Home arrangements for a better work-life balance
- Team Building + Incentive Annual Trip