Here at WealthVisor, we are driven towards the same goal as a team.
Our mission: We commit to be a visor for our client's financial health, against unplanned situations in life. We seek to journey with our client throughout key milestones in life. We believe in planning ahead, towards individual and family goals. We pledge to achieve this through dedication in portfolio management, providing well-planned financial advisory services and excellent customer experience.
V I S O R approach:
Visualise your goals
Initiate a plan
Strategize ahead
Organise resources
Review & implement
Our vision statement:
We believe in empowering individuals to success. The road to success and unlocking of an individual's potential is never a straight path. With every Financial Consultant within our team, it is our mission to build confidence from within, develop a strong purpose and strive towards the desired level of success. As a team, we move forward together to grow in quality and quantity.
The ideal candidate is someone who enjoys meeting new people and has good interpersonal and communication skills. Candidate should be highly responsible and possess a strong drive to achieve greater heights in anything that they do. Additionally, they should have knack for understanding people.
Benefits:
- Production incentives & bonuses
- Excellent career advancement
- Personalised and team coaching
- Flexible schedule
Responsibilities:
- Meet clients to assess their portfolio
- Present a strategic plan that includes both short and long term goals
- Help with planning decisions ( retirement, investment etc )
- Attaining leads via various platform( no need to cold call )
- Build strong relationship with new and existing clients
Qualification:
- Min local diploma
- Effective communication skills
- Self-motivated
Related Job Searches:
- Company:
WealthVisor - Designation:
Investment Advisor Representative - Profession:
Banking / Finance - Industry:
Finance - Location:
Newton