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Financial Service Professional
3 weeks ago
To succeed in this role, you should possess the following skills and qualifications:
- Minimum of Five (5) years of proven and progressive wealth sales experience or equivalent.
- Strong understanding of financial planning fundamentals.
- Excellent communication and interpersonal skills.
- Ability to build strong relationships with clients.
- Proven track record in sales and customer service.
- Passion for delivering exceptional customer experiences.
- Must possess the required licenses ie. PCE, CEILI, FIMM, TBE & IPPC.
We're committed to providing a supportive environment that enables you to thrive. Here are some of the benefits you can expect:
- Cross-border experiences.
- Flexible and hybrid working practices.
- Benefits and Resources.
- Talent Development.