Unit Trust Platform Operations

1. Run GYC Risk Matrix, extract fund price and exchange rate

2. Process unit trust trades

3. Run daily holdings and transactions for uploading onto investment platform

4. Prepare payments in DBS Ideal system

5. Generate invoices for financial advisory fees, third party charges, CPF wrap fees

6. Prepare trailer fees

7. Update ledger for DBS Nominees Account

8. Generate and send monthly statement to investment clients

9. Prepare Giro collection for monthly RSP subscription

10. Prepare wrap fees collection for Cash (GYC) and CPF investments

11. Update prospectus, product highlight sheet, annual report onto investment portal

12. Prepare email list for weekly article

Backroom Operations

1. Process daily submission including check documents, data entry, scanning, email duly completed documents to clients

2. Send welcome email to clients

3. Daily AML screening

4. Send premium notices to clients, and follow up with clients

5. Forward notification received from insurers to advisers

6. Update CPD hours record

7. Life insurance commission data entry

8. Liaise with insurers, clients and advisers on outstanding matters

9. Attend to walk-in clients

10. Answering incoming calls and forwarding to relevant departments

11. Responsible for general cleanliness of the front office

DIMA (Stocks)

1. Update PC client ledgers, fund flow, securities schedule, monthly AI info

2. Generate monthly DIMA statement

3. Generate portfolio management fees invoices for DIMA clients

4. Generate invoice for stocks transaction

Requirement

· Highly proficient in Excel

· Detailed and meticulous

· Good administrative skill

· Able to work independently

· Good team player

· Good in spoken and written English

· Remuneration commensurate with experience; range: $2,500 to $3,000

Roles & Responsibilities

•To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
•Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
•Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
•Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
•Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
•Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan
•Research and investigate available insurance/investment products to determine whether they fit into financial plans of clients
•Recommend financial planning strategies to clients to achieve their financial goals and objectives
•Implement financial planning recommendations to clients or prospective clients
•Arranging contracts of insurance for clients with the company
•Collecting initial premium from clients for the company
•Maintain persistency of sales in in-force policies

Requirements

•Diploma/ Degree holder in any discipline
•Prior working experience
•Excellent interpersonal skills and leadership potential

•M5/M9,M9A,HI are advantage

Embark on a Career That Impacts Lives

Are you a university student in Singapore looking to jumpstart your career path, or seeking a dynamic role in a fast-growing industry? The role as a Financial Advisor offers the perfect blend of flexibility, entrepreneurial spirit, and unlimited earning potential. Join us and explore a fulfilling career in financial consultancy.

Key Responsibilities:

· Financial Strategy Development: Assess clients’ financial situations to devise strategies that meet their financial goals.

· Insurance and Financial Advice: Provide guidance on insurance and financial planning in areas like retirement, education, and investments using our comprehensive product suite.

· Client Relationship Management: Regularly review and follow up with clients to adapt their financial plans to life changes.

· Financial Analysis: Prepare and interpret financial summaries, investment reports, and income projections for clients.

· Client Network Building: Establish and maintain strong relationships with a growing client base.

Benefits & Rewards:

1. Tailored Training: Gain essential certifications and skills through structured courses, with ongoing support from dedicated managers.

2. Funding Programme: Benefit from our corporate financing scheme, supporting you in the first 24 months of your career.

3. Attractive Rewards: Experience our 'work hard, play hard' ethos, with incentives for top performers.

4. Flexible Income Structure: Earn uncapped income through a multilayered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Qualifications:

· Obtained a poly diploma, JC cert or degree in any field.

· Driven by results and motivated by performance-based rewards.

· Strong interpersonal skills with a passion for empowering others financially.

Ideal for University Students / Fresh Entry / Mid-Career:

· Flexible Working Hours: Perfectly suitable for balancing studies and work.

· Entrepreneurial Experience: Learn how to manage and grow your own business even while studying.

· Mentorship from Success Stories: Be guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.

· Embark on this journey to not just build a career, but to make a meaningful impact. Apply now and shape your future while shaping others!