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Develop strong working relationship and identify clients who would benefit from wealth management programs.
Assess clients' financial situation
Develops financial strategies by guiding client to establish financial goals
Matching goals to situation with appropriate financial plans
Provide professional advice and recommendations to clients.
Maintaining personal networks and customer relationship
Exploring opportunities to add value to job accomplishments
Provide financial management information
Participating in educational opportunities; reading professional and technical publications
Self-motivated, competitive, positive and high willingness to learn
Able to liase with Mandarin speaking clients
Good communication & interpersonal skills
Efficient and committed in the tasks given
2 years of working experience
Candidates without experience are also welcomed to apply
Remuneration & Opportunities
High bonus and commission
Overseas incentive trips
Awards and Recognitions
Overseas posting available
The Ideal Place To Develop Yourself And Build A Successful Career.
At Team Concurs, we are committed to train and nurture.
We are undergoing an expansion phase and is in search of dynamic and highly motivated young people to join our team. Our company seeks to build a strong team with good communication skills, expertise and passion to deliver the best to our clients. We pride ourselves on offering our clients top services by looking for creative and passionate people to join us
Team Concurs - Multi-Million Dollar Agency
Support the team with lots of activities and events