Join Us
Check out our job listing below:
- Educating and guiding individuals and business owners on the importance of estate planning ( Wills, Trust and Succession planning)
- Conduct public and cooperate seminars / webinars to create awareness
- Bespoke and recommend Estate planning solutions to suit customers needs
- Managing and retaining relationship with customers while growing the business
- To conduct oneself ethically and professionally (Fit &Proper) at all times and provide customer service with Excellence.
Check out our job listing below:
Business Development Manager
Job Responsibilities:
- Work closely with the team to achieve monthly quota
- Developing growth strategies and plans
- Managing and retaining relationships with clients
- Identifying and mapping business strengths and customer needs
- Reporting on successes and areas needing improvements
- Providing financial advice based on clients’ financial and protection needs
- Providing recommendation to clients on wealth accumulation and legacy planning
- You will be a one point contact to your customer offering solutions on legacy and financial related planning.
Job Benefits:
- Commission, bonuses and travelling opportunities among other benefits
- Attractive scheme and additional incentives upon good performance
- Role will open up fantastic options for future progression into leadership roles
Job Requirements:
- Job Experience: Financial Professionals, e.g Bankers, Traders, Financial Consultants preferred
- Financial Consultants wanting to upgrade to a different platform and expertise
- Candidate must possess at least a Polytechnic Diploma, ‘A’ level or Degree
- Preferably candidates with CMFAS / Financial Qualifications will be advantage
- Preferably of good communication skills and the ability to self-motivate and motivate a team
Interested applicants are invited to submit their resume via the Apply Now button. We regret that only shortlisted candidates will be notified
Can’t find an opening right now?
Drop us an email at careers@councilofestateplanning.com with your resume and we will contact you if there is a suitable position.