Financial Consultant

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected] OR

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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