Financial Adviser | Entry Level Welcome Full-time Job11 months ago - Financial Services - Singapore - 382 views
How are we different?
There is NO roadshow
There is NO door to door knocking
There is NO on street canvassing for survey
There is NO need to approach your warm market
With multiple business collaboration to create opportunities.
The organisationhas successfully been generating leads for their people, hence there is no need for such prospecting activities.
The Takeaway & Whatyou will learn?
·CMFAS 6 Papers Certification (By AXA)
·Personal Wealth Management (Risk management &Investments)
·Wealth Protection Strategy (Risk Management)
·Wealth Distribution & Wealth accumulationplanning
·Companies Employee Benefits
·Corporate Business Retention Strategy (Boostcompany productivity)
·Hand-on portfolio management, valuation andreturns analysis to support investment decisions
·Neuro-linguistic Programme (NPL) skills
·Leadership training and development
·Lookout for New Business Opportunity
·Innovateideas for Marketing Strategies
·Analyseclients’ financial statuses (e.g. income, expenses and liabilities)
·Maintainand enforce structure while optimizing organisational
·Developstrategic and execute the business plan
·Examineand suggest financial opportunities (e.g. investments, property)
·Developsound plans and budgets for clients
·Customizefinancial plans according to clients’ changing needs
·Helpclients implement their plans and carry out transactions
·Maintainupdated knowledge of regulations, practices and financial products
·Candidate with CMFAS papers or CFA are preferred | Undergraduatesare welcome to apply
·Candidate must possessat least a GCE 'A' Level / Local Diploma / Degree qualification or equivalent
·Ability to analysefinancial information and comply with regulations
·Strong ethics, with acustomer-oriented attitude
·Good working andlearning attitude and willing to step out of comfort zone
·Ability to perform understress and tight deadlines
The Experience &Benefits
·First-hand experience to meet and work with stakeholders
·Rotation to various job scope to widen the exposure in possiblearea
·Attractive remuneration package: Monthly basic allowance (up to$5000) + high commission and bonuses.
·Professional development through a comprehensive training anddevelopment program will be provided.
·1 to 1 Mentorship programme