Roles & Responsibilities
Responsibilities:
Many people avoid adviser-assisted financial planning due to a lack of trust. Fort Financial is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers in Fort Financial share a common goal – to provide transparent, ethical and suitable advice to benefit their clients. With us, you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub.
We are looking for someone:
- To provide personalised wealth management solutions to clients and help them grow their assets
- To recommend a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance) to fulfil clients’ needs
- To actively source for new clients on your own initiative
- To service clients acquired by the company’s lead generation capabilities
- Keep abreast of customer needs and investment market trends
- Deliver effective and efficient support to clients, within and beyond office hours
Requirements:
- Excellent interpersonal and communication skills, both verbal and written
- Client-oriented, pleasant, meticulous and obliging disposition
- Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
- Holds either one of the following qualifications:
- A full certificate in GCE ‘A’ Level;
- An International Baccalaureate Diploma qualification;
- A diploma awarded by a polytechnic in Singapore; or
- Any other academic qualification equivalent to the qualifications above
- Certificates or exemptions from the following CMFAS/IBF modules will be advantageous: M1A, M5, M6, M6A, M8, M8A, M9, M9A
- Candidates without working experience are encouraged to apply
- Solely on an attractive commission base scheme structure
