Location All
Job number JO-200521-218241

Job description

Our Client:

My client is a reputable financial services establishment which is looking for environment-oriented individuals in wealth advisory to join their growing team. They have hired people from various background and the company raised numerous MDRTs & COTs past years. Their dealing products are very competitive in the market. The company offers you a flexible work style and has an attractive incentive scheme.

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
* 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:

* At least 3 years of financial advisory or relevant experience
* Excellent attitude at work, ability to thrive at work both collaboratively and independently, willing to learn new things
* Innovative and entrepreneurial spirit

Other Information:

Location: City
Monday to Friday: 09:00 - 18:00
Salary Range: Attractive salary (monthly allowance + attractive commission)

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