Roles & Responsibilities
Responsibilities :
- Provide sound financial advice with proper fact-finding and review of customers financial goals
- Build & maintain long-lasting relationships with both existing and potential customers
- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
- Proactively acting on leads from our database and setting up appointments with potential customers
- Ensure sales conversion by capitalizing on referrals
Requirements :
Min GCE A Levels, Diploma or Degree in any fieldNo prior experience requiredCMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessaryHave good interpersonal skills and be passionate about helping customers achieve greater financial competencyPlease state your availability, current and expected salary in the resume.
We regret that only shortlisted candidates will be notified.
GMP Technologies (S) Pte Ltd | EA Licence : 11C3793 | Eddie Tang | Registration No : R1221129
Tell employers what skills you have
Wealth Management
Referrals
Interpersonal Skills
Investments
GMP
Relationship Management
Wealth
Financial Markets
Adaptability
Communication Skills
Banking
Financial Advisory
Team Player
Customer Service
Personal Development
Financial Services