Our company is an established training institute for financial advisers who desire to have a strong foothold in the industry. We provide a large variety of specialized training, which enables an individual to outperform in the chosen field. We specialize in technical courses, which include specific product training, we set ourselves apart by providing soft skills training which involves personal self-development courses and sales techniques. Relying on positive word of mouth, we believe that our clients are the backbone of our business. We also believe that excellent service and performance will serve as a testament to our capabilities.
Responsibilities:
•Provide sound financial advice and offer customized product solutions in accordance to prescribed standards as well as industry regulatory requirements while ensuring that client service standards are met
•Achieve new business / customer acquisition goals and manage relationships with existing customers, covering the overseas market as well as in Singapore
•Organize and conduct sales presentations to individual, groups, clubs, associations, companies and other organizations
•Maintain customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on our range of financial products as well as customers' financial needs
Training Provided:
•One to one mentorship
•Client relationship building and development
•Behavioural observation studies
•Exposure to Social/Networking events
•Sponsorship for Capital Markets & Financial Advisory Services Examination (CMFAS Exam)
•Training on investment management
•Training on wealth and estate planning
•Training on corporate and individual financial advisory
•Key presentational skills
The communication skills imparted:
•Confident and effective public speaking
•Competent presentation ability
•Positive customer service attitude
Requirements:
•Creative, self-motivated with high perseverance
•Excellent inter-personal & communication skills, fluent in English/Mandarin
•Candidates who want to build a career, not just do a job
•Singaporean or Singapore PRs are welcome to apply
•Candidates who possess CMFAS qualifications will have an added advantage
•Interns and undergraduates are welcome to apply
Related Job Searches:
- Company:
HCT & Partners LLP - Designation:
Financial Adviser (Overseas Market) - Profession:
Accounting / Auditing / Taxation - Industry:
Finance