FINANCIAL ADVISOR (Financial Institution)
Job Criteria
| Highest Qualification: |
Bachelors Degree (No Honours) |
| Relevant Experience: |
4 year(s) |
| Availability: |
1 month |
| Nature of Position: |
Permanent |
Responsibilities
Responsibilities
- Analyse and evaluate client’s financial priorities
- Effectively sourcing prospective clients, capitalizing on referrals and assessing clients’ needs
- Provide professional financial advice and recommendations to prospect and clients on suitable financial products and services to meet their financial priorities on Wealth Creation, Risk Management , Wealth Accumulation & Wealth Distribution
- Develop and implement financial plans and solutions for clients by seeking the expertise of specialists, where appropriate
- To provide regular investment advice and monthly market updates for clients.
Requirements
Requirements
- A person must have a good track record of high achievement in performance
- A person must possess good inter-personal and communication skills with strong self-discipline
- A person must be sales and entrepreneur driven
- A person must have a positive attitude
- A person must be able to work both independently and within the team
- A person that has a broad network of contacts and relationships along with the capability to develop a strong sales pipeline through telemarketing and relationship building skills
Incentives
- Broad Training program provided
- Attractive remuneration / financing scheme
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