Financial Broker 

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  • Date Listed01/07/2020
  • Job TypeFull-Time
  • Company NameLegacy FA
  • Education LevelDiploma
One of the TOP Independant Financial Agencies for the PAST 10 YEARS!

We invite entrepreneurial candidates who aspire to achieve greater heights and who believe in starting a challenging and rewarding sales career in the financial industry.

Your Duties:
• Acquire clients through personalized marketing techniques
• Identify opportunities and provide holistic financial and wealth advice to clients
• Analyze and evaluate the client’s financial portfolio
• Undertake quality consultative reviews with clients to understand their needs to provide personalized financial advice
• Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business
• Strict adherence to compliance and advice processes
• Comply with all industry rules and regulations

Contact 81232887

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Chinatown / Tanjong Pagar
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