About us:
Join the first team in Singapore to achieve the prestigious 100 International Dragon Award (IDA) standard, setting the bar for excellence in the financial services industry. As a trailblazing firm, we provide comprehensive and tailored financial solutions that empower clients to manage risk and grow their wealth across Southeast Asia. We are now seeking ambitious Financial Consultants to expand our client base and contribute to our continued success in the region.
Role Overview:
As a Financial Consultant, you will deliver expert guidance on wealth preservation, risk management, and strategic financial planning. This role involves building and nurturing a robust client portfolio while driving business development in both in Singapore and Southeast Asia. You will join a high-performing team recognized for achieving a groundbreaking standard of success.
Key Responsibilities:
• Provide strategic advice on risk management, wealth protection, and financial growth.
• Offer personalized financial planning services, including estate planning, insurance, and retirement strategies.
• Develop and manage a portfolio of clients, focusing on high-net-worth individuals and business owners in the SEA region.
• Identify and capitalize on new business opportunities through networking and referrals.
• Stay informed on market trends, economic conditions, and regulatory changes in Southeast Asia to offer clients proactive solutions.
• Collaborate with internal teams to ensure comprehensive financial service offerings.
• Uphold the highest standards of compliance and ethics.
Qualifications:
• Bachelor’s degree
• Interest in building and maintaining a client portfolio, particularly in local as well as the SEA market.
• Self-starter with an entrepreneurial mindset and the ability to develop business independently.
• Knowledge of the financial landscape and regulations in Southeast Asia.
• Excellent communication and interpersonal skills, capable of simplifying complex financial concepts for clients.
• Multilingual abilities are a plus.
What We Offer:
• Join a pioneering team with a proven track record of excellence, including the first in Singapore to achieve the 100 International Dragon Award standard.
• Competitive remuneration with performance-based incentives.
• Comprehensive suite of financial products and services to support your clients.
• Opportunities for professional growth and advancement.
• Access to ongoing training and development in a supportive, high-performing environment.
