Financial Adviser

Roles & Responsibilities

Wealth Manager

Role :

Become a part of our team and start a fulfilling career where you'll make a real difference in the lives of your clients. We are dedicated to delivering exceptional financial guidance and services, empowering our clients to reach their financial goals and ensure a secured future.

If you love making a positive impact and enjoy working in a client-focused environment, this is the opportunity for you.

Responsibilities

1. Client acquisition through various prospecting strategies.

2. Review prospective / existing client portfolio.

3. Propose solutions and planning for client investment and insurance needs.

4. Client management and retention.

5. Attend and respond to customer queries professionally.

6. Service and review financial portfolios in maintaining a long-term customer relationship.

What you will Learn :

We offer customized learning tracks according to individual development within the group, that offer structured & diverse learning modules.

Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.

These programs are specifically designed to equip you with in-depth business knowledge, technical skills, and interpersonal skills.

You will be required to attend a number of compulsory programs; including a comprehensive business induction and other regional development program

Requirements

• Diploma or Degree from a recognized institution in any field
• Passionate to make a difference
• Adventurous, driven with entrepreneurial spirit; creative problem solver with an open mind
• Outspoken with excellent communication & interpersonal skills
• Equally motivated by working independently as well as collaborating in a team

BENEFITS

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : kelvin @starcareerconsulting.com

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License : 20C0353)

Tell employers what skills you have

Wealth Management

Customer Relationship

Investment Advisory

Lifestyle

Unit Investment Trusts

Financial Planning

Interpersonal Skills

Investments

Wealth Accumulation

Wealth

Risk Management

Trust Management

MS Word

Adaptability

Unit Trust - UT

Consulting

Financial Advisory

Unit Trusts

Financial Services