Vision Advisory Elite – Client Advisor

Company
Vision Advisory Elite
visionelite.asia
Designation
Client Advisor
Date Listed
20 Sep 2018
Job Type
Entry Level / Junior Executive
Full/Perm
Job Period
Immediate Start, Permanent
Profession
Banking / Finance
Industry
Insurance
Location Name
103 Penang Road VisionCrest Commercial #02-05
Allowance / Remuneration
$2,550 monthly
Company Profile

Vision Advisory Elite is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

Job Description
  • Maximize growth and profitability of the portfolio of both mass affluent or High Net Worth clients.
  • Achieve agreed financial targets by enhancing existing and acquiring new relationships.
  • Build effective relationships with clients to retain and develop sustainable relationships.
  • Build a high personal and coporate profile in the community which you are based.
  • Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand.
  • Monitor and act on daily sales activity management information and other internal information tools using them to coach the wider team in support of your business goals.
  • Candidate must posses at least Bachelor's Degree/Post Graduate Diploma/Professional Degree in Finance/Accountancy/Banking or equivalent.
  • At least 3 year(s) of working experience in the related field is required for this position.
  • We welcome candidates without related field of experience are welcome to apply as well.
  • Preferably Junior Executive specialized in Banking Financial Services or equivalent. 
This position is already closed and no longer available.  You may like to view the other latest internships here.

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