Our organisation is venerable and longest established wealth management and financial advisory businesses. We are also one of the financial institution that produces the most numbers of global recognitions – MDRT, COT & TOT with more than one-third advisers achieving their global recognitions on an annual basis.
Job Highlights
· Fulfilling & meaningful Career with extremely attractive remuneration model.
· Fun & Supportive team and mentors to fast-track your financial journey.
· Achieve global recognition MDRT on your first year.
· Joint fieldwork with mentorship programme.
· Unlimited High Networth Leads opportunities.
· Fully sponsored incentive trips.
· Potentially earns $100k on the first year of your career with us.
Responsibilities
- Contacting high net worth Prospects & Clients to set up meetings within the office environment or at their office/home premises
- Foster a long-term and strong relationship with your prospects and clients.
- Providing financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts, Retirement Saving and Wealth Protection.
- Assist Business Owners and High Net Worth clients with risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning with High Net Worth/Sophisticated financial instruments.
- Keep abreast of market trends and provide clients with the updated economic situation.
- Collaborate with the team to devise strategies based on current economic data and situation for your clients.
- Provide financial solutions to meet your client’s needs.
- Provide your clients with financial reports on an annual basis.
- Manage and grow your existing high net worth clients provided to you.
Shortlisted Candidates will be offered
1. Sponsorship of CMFAS certifications for M5, M9, M9a & HI*
2. Time-tested, Proven Success System to achieve your global recognition
3. 1 month of in-depth trainings by various highly professional coaches who are in the industry for over a decade
4. Extensive trainings provided by your mentor
5. 1 year mentorship program by various MDRT, COT and TOT in the industry
6. Joint fieldwork with your mentors
7. Fast track on your career progression
Shortlisted Candidates will enjoy
1. Monthly Allowances of Up to $5000 to kick-start your financial journey.
2. Uncapped Commission with a high potential of earning $100k on your first year.
3. Quarterly Bonus on top of your commission on a quarterly basis.
4. Monthly Bonus from 2nd years onwards on top of your commission on a monthly basis.
5. Fully sponsored incentive trips of Up to 3 times annually, with one in SEA, one in Asia and one in the West.
6. Lifetime of passive income and passive income bonus from 2ndyears onwards on a upward staggered basis.
7. Unlimited Lead generation system with high net worth prospects provided to you.*
8. Various other incentives and recognitions on ad-hoc basis by the organisation and branch.
Requirements
- CMFAS certifications M5, M9, M9A, HI, M8, M8a preferred, but not necessary
- Full diploma (900 hours of coursework), GCE 'A' Level certificate or a degree holder.
- Experienced in Sales, Marketing, Business Development, Relationship Management, or Account Management would be an advantage.
- Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
- Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.
- At least 21 years of age and satisfy the requirements of an appointed representative (Section 23, FAA).
- Fresh Graduates are welcome to apply.
We regret that only shortlisted candidate will be contacted.
*T&C applies.
