Financial Advisory Representative

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR WhatsApp +65 80863812 (wa.me/+6580863812) I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. Job Description • To evaluate the specific requirements of account holders and deliver targeted wealth advisory solutions. • To secure fresh accounts via personal prospecting networks or by leveraging our active portfolio of marketing and client acquisition initiatives. • Proactively cultivate a financially literate and self-sufficient customer base using comprehensive strategic mapping instruments, including portfolio diversification, mutual funds, personal coverage, and estate protection planning. • 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. • Possess at least a GCE 'A' Level certificate, a Polytechnic Diploma, or higher academic qualifications, with active passes in CMFAS Modules 5, 8, 8A, 9 & 9A strongly favored. • Demonstrate the capacity to engage and convey ideas seamlessly across a diverse demographic of individuals while exhibiting strong personal initiative and collaborative skills. • Pleasant personality and good learning attitude. • Possessing prior professional exposure in promotional campaigns or client acquisition roles will be highly beneficial. By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.