Being one of the leading institutions in the financial services industry, we strive to deliver the explicit needs of our customers by providing top-notch sales training academy.
We adhere to the 'customer-first' philosophy in offering tailor-made solutions to build their portfolio and deliver professional advice that exceeds customers' expectations.
Our firm adopts one-stop solution philosophy that specializes in three different areas:
(1) Wills & trusts for asset distribution
(2) Mortgage financing & refinancing
(3) Investment solution services
We aim to generate deeper insights of the ever-changing and dynamic nature of the finance industry for existing and potential clients to keep abreast of the market trends and latest development. In line with this, we identify the best practices and develop skills through designing customized sales training - Rising Star Academy - to provide first-class sales training for individuals in learning the ropes and close deals.
- Managing portfolio management for clients ranging from affluent to high net worth profile
- Required to attend seminars & workshops hosted by Fund Managers from renowned asset management organizations
- Client engagement in exhibitions & trade shows to expand network to increase the productivity
- Sales role in expanding business development and new client acquisitions platforms
Who we are looking for:
- Degree Holders
- Strong and effective communication skills will be preferred
- Entry level candidates are encouraged to apply (fresh grads are welcome)
- Initiative and self-driven
Related Job Searches:
- Company:
Ascension Consultancy - Designation:
Wealth Management Associate - Profession:
Accounting / Auditing / Taxation - Industry:
Finance