Company Overview
First Affiliation Management Group is a group of 80 passionate individuals embarking on a mission to make an impact on those who wish to protect as many lives as possible.
We are looking for a wealth planning consultant to join our passionate and ambitious team. Should you be passionate in the financial market and services and can provide wealth planning solutions that address client’s needs. We want you!
Job Description
- Client acquisition and retention through service excellence and programmes provided
- Assess client’s financial situation to structure a portfolio solution on their wealth journey towards achieving their life goals in areas such as passive income, education, and investments with our full product suite
- Provide business solutions to assist companies (ranging from start-ups, SME to MNC) to meet their financial goals in areas such as employee benefits and retention
- Administrative work such as preparing financial document summaries, investment performance report and income projections for clients
- Have clients’ best interest at heart, focusing on building long-term relationships with clients
Job Benefits
- Attractive remuneration and a comprehensive benefits package such as quarterly and year-end bonuses
- Recognition awards that provide qualifying representative with the opportunity to travel to exciting overseas destinations
- We will provide you with paid training, mentorship, and on-the-job training to help you develop the skill sets you need for a career in wealth management.
- Work with advanced digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the office, from home, while out meeting clients)
- Career advancement to management level within 2 years
Job Requirements
- Strong leadership quality and driven individual
- Passionate in wealth management and solutions
- Greet interpersonal skills and enjoys people interaction
- Willingness to work on a flexible schedule that includes weekends
- Bachelor’s degree or a Diploma from a local polytechnic
Job Type: Full-time
Salary: $5,000.00 - $10,000.00 per month
Click "Apply Now" for an interview with us or Contact Us @ Whatsapp 96731802 !
