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Financial Adviser | Entry Level Welcome Full-time Job

11 months ago Financial Services Singapore 382 views
Job Details

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

·Property Planning

·Investment Management

·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.

·Performance Recognition

·Professional development through a comprehensive training anddevelopment program will be provided.

·1 to 1 Mentorship programme

Company Description
Established as one of the youngest & fastest-growing market leader organisation in financial industry in Singapore.Founded in 2017, with a group of 25 employees between the ages of 21 - 28. We are a vibrant community with a strong core emphasis of knowledge to bridge the gap between our vision and tough competition. We believe in grooming next generation of leaders to be more adept in using financial knowledge to better people's lives. Well versed in core competencies in Funds, we aim to help their clients achieve their targeted financial goals with knowledge of financial concepts which has been successful in helping our client achieve their intended financial objective with proven track records.We have been actively launching campaigns & initiatives collaborating with their business partners to enhance client’s portfolio targeting specific channels like Medical, Health & Fitness, Education, Lifestyle.