Job Requirements
This job post is managed by
Kurt Ng
Last active 2 years ago
Skills
Job description for Financial Management Trainee (Advisor) at Pag Advisory Pte Ltd
Monthly Income: $1600 - $3500
Fun and Dynamic Working Environment
Location: Shenton Way
JOBSCOPE
- Assisting the agency with client retention and confidence
- Assisting the agency with agency projects
- Assisting personnel with clients' financial needs analysis and financial planning
- Assisting personnel to meet monthly sales targets
- Engage prospects through multiple channels to generate new sales leads
- Produce detailed proposals and presentation materials for client pitching
- Understand and identify the client's financial shortfall and recommend solutions
- Maintain client relationships by providing support and information. To recommend new opportunities and improvements.
- Always on top of industry trends, market activities, and competitors so as to identify new opportunities
REQUIREMENTS
Strong management and communication skills
Computer savvy and proficient in PowerPoint presentations
IT Knowledge required
Excellent salesmanship and networking skills
What we’re looking for in you:
- Ability to convey information clearly and analyze customer requirements as needed to help customers make buying decisions
- Highly energetic, positive attitude with the ability to take initiative
- At least have a min of local diploma in any field of studies
*Singaporean or Singaporean PR Aged 21 and above may apply*
Interested parties, please send your resume over to [email protected]
* We regret to inform that only successful applicants will be contacted*