This is for our client in the Financial Services Sector

Job Description

• Secure meetings with prospects, pitch ideas and follow through
• Consistently build up a pipeline of leads and network to tap on
• Analyse client’s unique situation and identify gaps which may compromise their financial goals
• Construct a robust financial portfolio to meet their financial needs and goals
• Manage client portfolio in an efficient and timely manner
• Review clients financial situation periodically
• Create niche markets over time to build specialisation and bring added value

Requirements 

• Age 21 and above
• Minimally a full GCE A-Level Cert, Diploma or Degree
• Proficient in English and/or Mandarin (mastery in other languages would be an added advantage)
• Proficient in using Microsoft programmes
• Social media skills will be an added advantage

Qualities 

• Passionate about making a difference in people’s lives
• High energy individual with huge appetite for learning
• Self-initiated and able to work independently as well as in teams
• Strong work ethics and high integrity
• Good listening and communication skills
• Carry yourself in a professional manner including dressing
• Entrepreneurial spirit to explore new ideas and bring it to fruition