Great Eastern – Wealth Planner

Advisor's Clique is the top agency in an established company offering financial advice to our clients. We are currently recruiting motivated and high energy individuals who are keen to earn more to join our family! Full training will be provided by the company to assist you to start off your journey with us. 

Click the apply button to learn more about the role and HR will be contacting you shortly. 

Job Scope:

• Assisting clients in their financial/wealth planning
• Developing new accounts for the company and increase clientele base
• Networking sessions with clients to build and maintain relationship
• Calling up leads to arrange appointments
• Target mass affluent and high net-worth accounts

Requirements:

• Keen interest in finance sector 
• Positive and people oriented 
• Minimum diploma or undergrad 
• Able to commit for 12 months (part time available)