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Financial Advisor

Salary undisclosed

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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