Independent Financial Advisor

6 days ago


Singapore DLXSG VENTURES Full time
Roles & Responsibilities

Why IFA?
Unlike tied-agents limited to a single institution's products, our Independent Financial Advisors legally compare solutions across 19 financial institutions. This empowers you to provide truly cost-effective and personalized financial advice to your clients. Expand your services with access to mortgage loan options from over 10 banks, investment platforms, and trust and will writing services.

Key Responsibilities:

  • Holistic Financial Planning: Tailor strategies by comparing products across multiple institutions.
  • Unbiased Advisory: Recommend the best insurance, investment, and retirement solutions without restrictions.
  • Client Relationship Building: Maintain and grow a diverse portfolio with full support.
  • Advanced Services: Offer mortgage comparisons, investment platforms, and estate planning.

Benefits & Rewards:

  1. Broader Product Suite: Access to wide range of institutions for insurance and investment products.
  2. Higher Earning Potential: Uncapped commissions from a diversified product range.
  3. Comprehensive Training: Master financial strategies, estate planning, and investment advisory.
  4. Lead Generation Support: Receive warm leads to kickstart your advisor career.
  5. Flexible Work Environment: Enjoy hybrid and work-from-home options.

Ideal Candidate:

· Obtained a poly diploma, JC cert or degree in any field.

· Driven by results and motivated by performance-based rewards.

· Strong interpersonal skills with a passion for empowering others financially.

Ready to Make a Difference?
Embrace the freedom to provide unbiased financial advice and achieve unlimited growth. Apply now to start your journey as an Independent Financial Advisor

Tell employers what skills you have

Sales
Investment Advisory
Strategy Development
Financial Planning
Interpersonal Skills
Investments
Relationship Management
Mentorship
Financial Analysis
Team Player
Retirement

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