Among the following requirements, you must have a business mindset. You should be looking more than a monthly pay check. You should have the ambition to build your own income, your own client portfolio and eventually your own business.
We're looking for individuals who see this not simply as a job, but as an opportunity to build a business, develop a personal brand and create long-term income.
- Entrepreneurial mindset: takes ownership, is proactive, resourceful and wiling to build something from the ground up.
- Business development mindset: comfortable building relationships, identifying opportunities and developing your own client base.
- Self-driven and disciplined -able to work independently, set goals and take consistent action without being constantly supervised.
- Strong communication and relationship-building skills - able to connect with people, understand their needs and explain financial concepts in a simple, relatable way.
- Resilience and growth mindset - willing to learn, adapt, handle rejection and keep moving forward.
- Leadership potential - interested in developing people, building a team and eventually creating a scalable business.
- High integrity and professionalism - committed to ethical practice, confidentiality and putting clients' interest first.
- Financial or sales experience is an advantage, not a requirement -experience in banking, sales, business development, insurance, wealth management or related fields is welcome.
- Relevant qualifications such as Finance, Economics, Business or related fields, and certifications such as CFP, RFP or PCIL are an advantage. Candidate without PCIL, must be willing to fulfil this licensing requirement on own cost.