ODA – Wealth Management Executive

You will be part of a team of financial professionals. As a Wealth Management Executive, you will be responsible for rendering financial advisory to your customers. You are expected to achieve individuals sales target while ensuring accurate and timely completion of the entire sales and compliance process.

You will be trained extensively to understand product knowledge of different types of investment and financial plans.

Responsibilities:

• Provide and advice recommendation on the accumulation of wealth planning to clients
• Build and maintain client's relationship
• Conduct regular reviews on client's financial portfolios
• Assist to strategies client's financial objective

Job Requirement:

• Preferably Diploma and/or Degree from any majors
• Candidate with no sales experience are welcome to apply
• Desire and passion to help other's financial future
• Highly motivated and self-starter who possess integrity and strong work ethic
• Candidates seeking for mid-career changes are most welcome to apply

Benefits:

• Good career prospects and advancement
• Structure training program
• Flexible working hours
• Industry and company recognition (Awards)
• Sponsored overseas leisure trips to your desired destination