Financial Adviser

Found in: beBee S SG - 3 weeks ago


Singapore Acellance Group Full time

Financial Adviser (High Net Worth Market)

Job Highlights

  • Fulfilling & meaningful Career with extremely attractive remuneration model.
  • Fun & Supportive team and mentors to fast-track your financial journey.
  • Achieve global recognition MDRT on your first year.
  • Joint fieldwork with mentorship programme.
  • Unlimited High Networth Leads opportunities.
  • Fully sponsored incentive trips.
  • Potentially earns $100k on the first year of your career with us.

 

Responsibilities

  • Contacting high net worth Prospects & Clients to set up meetings within the office environment or at their office/home premises
  • Foster a long-term and strong relationship with your prospects and clients.
  • Providing financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts, Retirement Saving and Wealth Protection.
  • Assist Business Owners and High Net Worth clients with risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning with High Net Worth/Sophisticated financial instruments.
  • Keep abreast of market trends and provide clients with the updated economic situation.
  • Collaborate with the team to devise strategies based on current economic data and situation for your clients.
  • Provide financial solutions to meet your client’s needs.
  • Provide your clients with financial reports on an annual basis.
  • Manage and grow your existing high net worth clients provided to you.

Shortlisted Candidates will be offered

  • Sponsorship of CMFAS certifications for M5, M9, M9a & HI*
  • Time-tested, Proven Success System to achieve your global recognition
  • 1 month of in-depth trainings by various highly professional coaches who are in the industry for over a decade
  • Extensive trainings provided by your mentor
  • 1 year mentorship program by various MDRT, COT and TOT in the industry
  • Joint fieldwork with your mentors
  • Fast track on your career progression

 

Shortlisted Candidates will enjoy

  • Monthly Allowances of Up to $5000 to kick-start your financial journey.
  • Uncapped Commission with a high potential of earning $100k on your first year.
  • Quarterly Bonus on top of your commission on a quarterly basis.
  • Monthly Bonus from 2nd years onwards on top of your commission on a monthly basis.
  • Fully sponsored incentive trips of Up to 3 times annually, with one in SEA, one in Asia and one in the West.
  • Lifetime of passive income and passive income bonus from 2nd years onwards on a upward staggered basis.
  • Unlimited Lead generation system with high net worth prospects provided to you.*
  • Various other incentives and recognitions on ad-hoc basis by the organisation and branch.

Requirements

  • CMFAS certifications M5, M9, M9A, HI, M8, M8a preferred, but not necessary
  • Full diploma (900 hours of coursework), GCE 'A' Level certificate or a degree holder.
  • Experienced in Sales, Marketing, Business Development, Relationship Management, or Account Management would be an advantage.
  • Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
  • Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.
  • At least 21 years of age and satisfy the requirements of an appointed representative (Section 23, FAA).
  • Fresh Graduates are welcome to apply.

We regret that only shortlisted candidate will be contacted.

*T&C applies.


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