Job Description

Our client specialises in providing professional career solutions and wealth management services. We started with a humble team of 3 dedicated individuals and over time, we have become one of the fast Our client specialises in providing professional career solutions and wealth management services. We started with a humble team of 3 dedicated individuals and over time, we have become one of the fastest growing agencies in Singapore. With our synergetic work approach model, digital leads generation programme and clear career progression paths, we are the only consultancy agency that engages both consumer and corporation for individual career success. We strive to value add and help people build their life's purpose and secure their financial future. With dedicated training programme, our consultants are equipped with the skills that builds them strong network and brings them. We believe in building a great team and mentorship to help every individual consultant excel in their passion and career. Whether you are a fresh graduate looking to start a career in the financial industry, an individual looking for a career switch, or an experienced Financial practitioner with loads of passion, we have the right platform to ensure your success as an Consultant. Through our effective training programs, we ensure that your career path is well crafted to success! Job description : Managing your own branding and marketing materials, as well as content creation for online user engagement. Competitor industry research Sourcing leads by identifying, attracting, and converting diverse qualified prospects for our clients. Meeting clients either online or face-to-face meetings. Providing excellent client service. Building long term relationships with our clients. Providing one stop advisory to clients through offering suitable wealth management services and coverage solutions. Conduct regular reviews on clients financial portfolios. Play an active part in sales campaigns and activities.