Financial Adviser
Found in: beBee S SG - 3 weeks ago
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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