Total 3 job vacancies by Fintech Academy Pte. Ltd.

Job Overview:

Are you passionate about personal finance and eager to make a significant impact in people's lives? Join our dynamic team as a Financial Adviser, where you'll guide individuals, families, and businesses toward achieving their financial dreams. This is your chance to play a pivotal role in shaping financial strategies that lead to a secure and prosperous future.

Key Responsibilities:

• Client Empowerment: Engage with clients to understand their financial landscape and craft personalized plans to meet their short-term and long-term goals.

• Financial Education: Discuss crucial personal finance topics, including debt management, savings strategies, budgeting, and more.

• Strategic Planning: Provide expert advice on investment strategies, estate planning, insurance protection, and retirement planning.

• Client Acquisition: Proactively seek new clients and cultivate strong relationships to build a robust portfolio.

• Market Analysis: Keep clients informed about their investment portfolio and market trends by staying abreast of the latest financial news.

• Networking: Establish and maintain connections within the industry to enhance your client base and knowledge.

Benefits:

• Attractive Compensation: Enjoy a high base salary with the potential to earn commissions and bonuses ranging from $5,000

• Structured Training: Receive comprehensive training to equip you with the skills and knowledge needed for success.

• Client Acquisition Support: Benefit from free platforms provided to help you acquire clients effortlessly.

• Travel Opportunities: Qualify for fully paid company incentive trips as a reward for your outstanding performance.

Pre-requisites:

• Educational Background: A recognized degree or diploma from a local polytechnic.

• Age Requirement: Minimum 21 years old, in accordance with MAS Regulatory Requirements.

• Passion for Finance: A genuine interest in personal finance and helping others achieve financial security.

• Driven Individuals: Motivated individuals who are eager to excel in their careers.

• Leadership Aspirants: Those seeking a fast-tracked path to management.

• Corporate Escapees: Individuals looking to break free from the traditional corporate environment and embark on a rewarding journey.

If you're ready to embark on a fulfilling career that offers both personal and professional growth, we invite you to apply for the role of Financial Adviser. Join us in transforming financial futures and making a lasting impact in the lives of our clients.

The job scope for a financial adviser specializing in investments typically includes a range of responsibilities aimed at helping clients manage their finances and achieve their investment goals. Here's a breakdown of some common job duties and responsibilities:

1. Financial Planning: Conducting comprehensive financial assessments to understand clients' financial situations, including income, expenses, assets, liabilities, and investment objectives.
2. Investment Analysis: Analyzing various investment opportunities such as stocks, bonds, mutual funds, ETFs (Exchange-Traded Funds), and other securities to recommend suitable investment strategies based on clients' risk tolerance, time horizon, and financial goals.
3. Portfolio Management: Developing and managing investment portfolios tailored to clients' needs and preferences, including asset allocation, diversification, and periodic rebalancing to optimize returns while managing risk.
4. Risk Management: Assessing and mitigating potential risks associated with investment decisions, such as market volatility, economic fluctuations, and geopolitical events, to safeguard clients' investment portfolios.
5. Client Education: Educating clients about financial concepts, investment strategies, and market trends to empower them to make informed decisions and achieve financial literacy.
6. Retirement Planning: Helping clients plan for retirement by estimating retirement expenses, projecting retirement income sources, optimizing retirement account contributions, and recommending retirement income distribution strategies.
7. Tax Planning: Collaborating with clients' tax advisors to optimize tax efficiency within investment strategies, including tax-deferred investment accounts, tax-loss harvesting, and tax-efficient asset placement.
8. Client Relationship Management: Building and maintaining long-term relationships with clients through regular communication, periodic reviews of investment performance, and adjustments to investment strategies as needed to align with changing financial circumstances or goals.
9. Compliance and Regulations: Ensuring compliance with industry regulations and ethical standards, such as fiduciary duty, suitability requirements, and disclosure obligations, to uphold clients' best interests and maintain trust and integrity in client relationships.
10. Market Research and Analysis: Staying informed about economic trends, market developments, and regulatory changes through ongoing research and analysis to provide timely and relevant investment advice to clients.
11. Continuous Professional Development: Pursuing continuing education and professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), to enhance knowledge, skills, and expertise in investment planning and advisory services.

1. Coordinate Courses and assist in organising events

2. Engage in doing readings to learn about the FinTech industry and participate in webinars and FinTech courses

3. Contribute towards planning and implementation of events related to research

and community participation in events and interviews

4. Be a good team player to assist and contribute to other teams as and when

need

5. Organising of trainer documents, poll questions and assessment materials for all courses

6. To assist in the post production recording of courses which will be used for self directed learning