Client Advisor

GMP Technologies

Full-time Other-General
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Location
singapore, singapore, Singapore
Posted
June 05, 2026

Job Description

  • Provide sound financial advice with proper fact-finding and review of customers financial goals
  • Build & maintain long-lasting relationships with both existing and potential customers
  • Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities
  • Proactively acting on leads from our database and setting up appointments with potential customers
  • Ensure sales conversion by capitalizing on referrals

Requirements:

  • Min GCE A Levels, Diploma or Degree in any field
  • No prior experience required
  • CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
  • Have good interpersonal skills and be passionate about helping customers achieve greater financial competency

We regret that only shortlisted candidates will be notified.

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