Connecting People and Business
Financial Adviser - UK
Posted Date: 2010-04-18
Responsibilities - Able to manage your own clients independently and the opportunity to pursue your own vision Provide advice and offer financial planning solutions to individual clients needs. Demonstrate product knowledge of services such as, Individual/Corporate Protection, high risk and low risk portfolio’s, in addition to Lump Sum Investments. Product knowledge relationships and roles internal / external Cooperation: build trust, demonstrate high integrity and focus on the customer Maintain professional internal and external relationships that meet company core valuesJob requirements:2-6 years of Sales experience in the sales and retail Banking sector. A level/diploma/bachelor degree of banking, finance, economics or other relevant disciplines. Any understanding of world/Asian and MAS market dynamics and requirements are an advantage. Willingness to travel and work in a global team of professionals. Candidates with financial background will have an added advantage, preferably with CMFAS certificates, but not necessary.