全职 Client Adviser 工作, 薪水, Income Insurance Limited 公司招聘中 - Ricebowl

About us

Income Insurance Limited is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer service and innovation, we have built a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.

Job Description

Client Advisers are situated in the forefront of our highly-visible Client Advisory Centre under the Retail Financial Services division. This is a key part of our multi-channel distribution strategy and provide our customers with direct financial advisory and comprehensive suite of insurance services.

As a Client Adviser, you will be reporting to the Centre Manager and contribute to sales results by conducting quality financial needs analysis with the customers and advising them on achieving their financial goals. You will enjoy strong support as well as autonomy for you to achieve success.

What you'll be doing

1. Proactively engage with clients to understand their unique financial goals and needs
2. Provide comprehensive financial advice and solutions tailored to each client's circumstances
3. Process new applications and policy changes efficiently and accurately
4. Maintain detailed client records and documentation
5. Collaborate with internal teams to deliver exceptional customer service
6. Continuously expand your knowledge of financial products and regulations

What we're looking for

1. Have obtained at least a polytechnic diploma or international degree in any field
2. Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
3. Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
4. Excellent problem-solving and analytical skills to identify the right financial solutions
5. Ability to work independently and as part of a team
6. Familiarity with financial products and regulations, or a willingness to learn
7. CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary

What we offer

At Income Insurance Limited, we are committed to providing a rewarding and fulfilling work environment for our employees. As a Client Adviser, you can expect:

1. Competitive salary and performance-based bonuses
2. Ongoing training and development opportunities
3. Comprehensive health and wellness benefits
4. Flexible work arrangements to support work-life balance
5. A collaborative and supportive team culture

Apply now to become our next Client Adviser!