Client Advisor

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 field
• No prior experience required
• CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
• Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
  

We regret that only shortlisted candidates will be notified.

GMP Technologies (S) Pte Ltd   |   EA Licence: 11C3793   |   Eddie Tang |   Registration No: R1221129