Financial Advisory Representative

JOB DESCRIPTION • To profile clients' needs and provide them with purposeful financial advice. • To acquire new clients through your own means or through our dynamic range of business development and sales activities. • Actively develop a financially independent and savvy clientele through meaningful use of financial planning techniques, such as Asset Allocation, Unit Trusts, Life and Health Insurance, Wills and Trust Service, etc. • Engage in business development activities, including client presentations, seminars, and workshops. JOB REQUIREMENTS • Self-motivated, with a strong will to excel in a competitive environment. • Minimum GCE 'A' Levels, Diploma or above. Accreditation in CMFAS Modules 5, 8, 8A, 9 & 9A is highly preferred. • Ability to effectively interact and communicate with a broad range of people. Able to take the initiative and work in a team environment. • Pleasant personality and good learning attitude. • Experience in marketing/sales is an added advantage.