- Attractive remuneration & benefits package
- Outstanding career growth & development opportunities
About Our Client
My clients are reputable financial services establishments looking for financial advisers to join their expanding teams.
Assess client's financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance etc.
Develop financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
Build long-term relationship with clients.
Obtain client's commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
Monitor client's financial situation by tracking changes in wealth and life circumstances; analysing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Provide financial management information by preparing financial status analyses and reports.
Update job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organisations.
The Successful Applicant
Candidates who are keen to explore wealth advisory are highly welcomed to apply
Financial consultants/wealth managers, possessing the relevant CMFAS papers
Excellent attitude at work, ability to thrive at work both collaboratively and independently and willing to learn
Sales driven and results oriented
Passion to build a career in the financial industry
What's on Offer
A structured training program and career path with opportunities to lead, manage and grow your own team
Wide range of products/solutions to cater to clients
Strong mentorship and coaching will bring out potentials and accelerate your development
Attractive remuneration package
Performance based incentive
Close-knit team with a strong support culture. Family oriented and positive working environment