FINANCIAL ADVISOR (Financial Institution)

Job Criteria
Highest Qualification: Bachelors Degree (No Honours)
Relevant Experience: 4 year(s)
Availability: 1 month
Nature of Position: Permanent


  1. Analyse and evaluate client’s financial priorities
  2. Effectively sourcing prospective clients, capitalizing on referrals and assessing clients’ needs
  3. 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
  4. Develop and implement financial plans and solutions for clients by seeking the expertise of specialists, where appropriate
  5. To provide regular investment advice and monthly market updates for clients.


  • 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


  1. Broad Training program provided
  2. Attractive remuneration / financing scheme


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FINANCIAL ADVISOR (Financial Institution)