The posting
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
WhatsApp +65 80863812 (wa.me/+6580863812)
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Company Overview
We deliver high-value wealth management solutions, portfolio advisory, and consultancy services with the highest levels of transparency and dedication to protect the financial well-being of our clients.
Job Summary
- Provide customized wealth advisory and strategic financial blueprints to account holders while fostering enduring alliances and hit volume milestones.
- Constantly upgrade your professional capabilities via corporate training modules to elevate advisory standards and customer satisfaction metrics.
Responsibilities
- Provide wealth consulting and portfolio design frameworks specifically aligned with the needs and objectives of each individual client
- Build and sustain long-term client relationships to foster trust and repeat business
- Evaluate the current economic positions of prospects to suggest appropriate asset instruments and wealth strategies
- Achieve or surpass performance quotas set by management through strategic customer acquisition and relationship management
- Engage actively in ongoing training and self-development programs to enhance financial expertise and service delivery
Preferred competencies and qualifications
- Experience in Sales, Marketing, or Financial Services is a plus
- Willingness to participate in training and obtain company-provided certification
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