Exceptional customer service skills with the ability to empathize with customers and efficiently resolve issues.
Effective communication skills, both verbal and written are necessary, with the ability to convey technical information to non-technical users in multiple languages.
Keen interest in continual learning and professional development.
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Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
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