Financial Advisor

2 days ago


Singapore PHARE VENTURE Full time
Roles & Responsibilities

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.


Fresh graduates and those looking for a mid-career switch are welcome too


A Day in The Life of a Financial Advisor:

  • Client Networking: Establish and grow a strong client base through networking and prospecting.
  • Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
  • Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
  • Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
  • Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

  • Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
  • Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
  • Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
  • Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
  • Flexible Working Hours: Suitable for students.
  • Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

  • Singaporean / Singapore PR preferred
  • Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field, as per MAS requirements.
  • Result-oriented & highly-motivated
  • Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory


Tell employers what skills you have

Financial Planning
Interpersonal Skills
Investments
Relationship Management
Customer Care
Insurance Sales
Networking
Attention to Details
Estate Planning
Financial Analysis
Client Presentation
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