Wealth Advisory Specialist

We are looking for dynamic and talented candidate to join us as Wealth Advisory Specialist (WAS). This is a permanent role with a basic salary, attractive sales incentives and staff benefits (annual leave, medical leave, medical reimbursements). As a WAS, you help to plan, manage and work with clients to provide tailor-made wealth solutions specific to their needs and work to ensure that our clients fulfil their financial goals and dreams through our wide-ranging products and services.

Responsibilities:

• Develop new client relationships and maintain relationships with existing clients.
• Develop financial plan to provide financial advice, supporting clients in achieving financial needs and financial independence.
• Compare among our range of products to back our recommendations with the best financial solutions.
• Provide our best recommendations to client to facilitate them meeting their financial objectives and needs.

Benefits:

• Permanent role with basic salary and performance-based incentives such as commission, allowance, and overseas trips;
• Continuous professional development through a comprehensive training and development program.
• Candidates with outstanding performance may be assigned supervisory role.
• Opportunities to learn and advise on a wide range of financial instruments from various providers.

Requirements:

• Excellent people management skills with strong interpersonal and communication ability to deal with people of all levels in complex and challenging situations.
• Self motivator and thrive in a dynamic and collaborative environment.
• Degree or Diploma Holder with 5 years of relevant sales experience.
• M5, M5A, M8, M8A, M9, M9A HI, Comm GI & PGI Certification.