Job Responsibilities:
- Client Assessment: Understand client goals and challenges, such as retirement planning, property ownership, and debt management.
- Strategic Planning: Provide expert advice on financial services, including wealth accumulation, risk management, and investment strategies.
- Implementation: Execute financial plans, manage investments, and ensure timely delivery of services.
- Client Acquisition: Expand our client base across various wealth spectrums (B2B & B2C).
- Continuous Support: Reassess and adjust client portfolios to align with evolving goals.
- Stay Informed: Keep up-to-date with economic developments and industry regulations.
What We Offer:
- Career Progression: Opportunities for advancement into managerial and leadership roles.
- Growth and Learning: Comprehensive training and mentorship from experienced professionals.
- Work-Life Balance: Enjoy flexible hours that fit your lifestyle, without being tied to a 9-5 structure.
- Earning Potential & Competitive Remuneration: Attractive performance bonuses and incentives to reward your achievements.
- Industry Exposure: Opportunities for international conventions and deep dives into the financial sector.
- Training & Certification: Sponsored papers to attain Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) qualifications.
Why Join Us?
- Exclusive Opportunity: Be part of a high-performing team in the competitive financial advisory industry.
- Comprehensive Training: Access a structured curriculum to excel in financial services (Wealth accumulation, risk management, legacy planning, etc.).
- Knowledge Building: Gain expertise in investments, insurance, and comprehensive wealth management.
- Dynamic Work Environment: Thrive in a flexible and innovative team culture.
Requirements:
- Singapore Citizen/PR
- 21 years and above (as stipulated by FAA-N13)
How to Apply:
If you're motivated and ready to build a rewarding career in financial services with the flexibility to manage your time, send your resume to [email protected].
Only candidates who meet the requirements will be considered.
