Vision Advisory Elite was founded by a group of like-minded friends, all with experience from various banks. Together, with the support of our advisors and managers from all spectrum of the financial industry, we aim to be the best in class for financial advisory and management. Vision Advisory Elite is a Financial Advisor firm and we are part of Manulife Financial Advisors
Vision Advisory Elite is committed to build a culture where all employees are valued, respected and opinion count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Currently we are expanding aggressively in the region, hence looking for candidates with passionate, driven, self motivated and business acumen competency join us financial and investment advisors. You will assist to advise and provide customized wealth management and investment solutions through our wide range of comprehensive services and financial products from our partners.
We will provide customised learning tracks according to individual development within the group. Comprehensive on the job training will be provided continuously for professional development and career advancement in the financial services.
Benefits/ Bonus
- Competitive remuneration with monthly bonuses
- Quarterly Bonuses
- Personal development plans
- Fast career track to team lead role
- 1-1 mentorship from experience ex Bank Relationship Manager
- Comprehensive Training Programs
Responsibility
- Achieve new business and new client acquisition goals within the mass affluent market segment and manage client relationship in accordance with the financial advisory firm customer service guidelines
- Source and call on individual prospects and deepen customers’ relationship with the organisation Actively manage customers’ financial well being according to their investment portfolio and needs. Provide sound financial advice.
- Maximise growth and profitability of the client's portfolio. Provide wealth and legacy protection solutions
Requirements
- Candidate must possess with at least Diploma/ Advanced/ Higher/ Graduate Diploma, Bachelor’s Degree/ Professional Degree in any field
- At least 2 Year(s) of working experience in related field will be an advantage
- We welcome candidate who are driven and self motivated but without related field of experience to apply as training will be provided
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Vision Advisory Elite - Designation:
Financial Adviser - Profession:
Banking / Finance - Industry:
Finance