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| Job Information |
| Title |
Financial Adviser - Wealth management |
| Role |
Working with a core team of experienced investment professionals, you will actively monitor and advise clients on market developments, new products and the performance of their portfolios. |
| Category |
Financial Services - Banking
Financial Services - Insurance
Financial Services - Others
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| Location |
Singapore
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| Company |
CIMB-GK Securities Pte Ltd , Vacancies
[
-- ] (Posted on Friday April 13th,2007 07:53 PM) |
| Experience |
No preference |
| Educational Qualification |
GCE 'A' Level |
| Skills |
Sales
Public Relations
Finance - Banking
Finance - Insurance
Negotiation
Marketing
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| Salary |
-- |
| Career Level |
Entry Level (less than 2 years experience) |
| Job Type |
Permanent
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| Job Status |
Full Time
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| Open to Foreigner |
NO |
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| Job Description |
Financial Adviser - Wealth management
Your responsibilities will include:
1. Actively sourcing and prospecting for potential clients;
2. Managing and growing existing clients’ relationship effectively;
3. Providing customized professional financial advisory services to individuals and businesses;
4. Marketing a comprehensive range of financial products and advisory services to potential clients;
5. Reviewing and monitoring clients’ financial progress and status regularly.
We are looking for committed individuals who prefer to provide ADVICE and SOLUTIONS to clients and who wish to move away from sales quotas and limited products. They should meet the following requirements:
1. Diploma or degree – preferably finance related.
2. Dynamic, resourceful and achievement-oriented.
3. Good interpersonal, communication and time management skills.
4. Enjoy working in a dynamic working environment.
5. Possess drive and determination.
6. Able to work independently and as a team.
7. Singapore Citizen or Permanent Resident.
8. Those pursuing CFA, CFP, ChFC and relevant qualifications would have an added advantage.
Remuneration will be performance-oriented with recurring asset-based fees.
Direct sales experience is not a pre-requisite but keen business sense and willingness to learn are important traits. Comprehensive training, in-depth resources and on-going mentoring are provided to successful candidates as a structured entry point to fast-start their career while building a strong recurring income.
To find out whether a career in Wealth Management may be right for you, forward your resume for a NON-OBLIGATORY career discussion to determine your probability of success. Your interest will be treated in the strictest of confidence.
Fresh graduates with passion and tenacity for sales are welcome to apply. If you have a background in financial services, sales, insurance, marketing, investments, business development, management, or accounting, we’d like to hear from you.
Only short-listed applicants will be notified.
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