Financial Advisor

Reporting to the Business Development Manager, the Financial Advisor will have the following key responsibilities:

• Network and generate leads and opportunities to sell the firm’s Unit Trust Products.

• Proactively identify, establish contact & reach new clients.

• Keep clients appraised of product and service enhancements, including changes in investment options.

• Assess and understand the clients overall financial position and, based on their needs, develop a suitable investment plan.

• Achieve set targets within the allocated timelines.

• Look after the customer relationship in pre-sales to post-sales to ensure a world-class customer experience.

• Conduct investor education to existing, new, and future clients.

• Preparation of daily, weekly, monthly sales reports and any other reports that might be required by the Management.

• Comply with all industry rules and regulations.

Qualifications:

• Proven financial industry sales track record. Experience in Unit Trust sales will be an added advantage.

• Any business related or relevant degree from a recognized institution.

• At least 3 years of proven sales experience and success in selling financial services products: experience of selling unit trust investment products is an added advantage.

• Excellent communication and presentation skills

• Sales and negotiation skills.

• Self-motivation, drive, and commitment.

• Result-driven, honest, and reliable.