Job Description
Our Client:
We are a customer-oriented Financial Advisory company which have about 150 employees
We have many professionals to support you to be success in this financial industry
We are currently looking for a Financial Advisor to help us expand our business and assist more quality life of customers
The Resposibilities:
* Helps clients accomplish financial objectives by assessing financial situation product
* Provide advice on insurance to help companies and individuals plan for their financial futures
* Help clients with financial planning such as retirement, education, and investments with our full-set products
* Review and follow up with clients on a regular basis
* Prepare financial document summaries, investment performance report and income projections for clients
* Build and maintain long lasting relationships with both new and existing clients
The Requirements:
* Diploma or degree holder
* Attain CMFAS certifications: M5, M9, M9A and HI (we will pay the examination fees for successful candidates who do not have these certificates)
* For candidates without relevant experience are welcome to apply
* Strong communication and interpersonal skills
* The ability to excel under pressure amid demanding deadline
Other Information:
Location: City
Monday to Friday: 09:00 - 18:00
Salary Range: Attractive salary (monthly allowance + full commissions)