Senior Financial Consultant
7 days ago
Role Overview
Ambitious individuals are sought after by the ACELLANCE GROUP LLP to assume the role of a Senior Financial Consultant. This position presents an exceptional opportunity for career growth and financial rewards, catering to those with a passion for wealth creation and management.
Key Responsibilities:
- Contact high net worth prospects and clients to establish meetings, either in-office or at their preferred location.
- Foster long-term relationships with clients through effective communication and service delivery.
- Provide tailored financial advice and services to clients aiming to enhance their wealth, encompassing ETFs, bonds, unit trusts, retirement savings, and wealth protection.
- Support business owners and high-net-worth clients in risk management, mortgage optimization, tax planning, retirement, wills, trusts, estate, and legacy planning utilizing sophisticated financial instruments.
- Maintain knowledge of market trends and provide clients with updated economic information.
- Collaborate with the team to devise strategies based on current economic data and situations for clients.
- Offer customized financial solutions to meet client needs.
- Deliver annual financial reports to clients.
- Manage and grow existing high-net-worth client portfolios assigned.
Benefits and Incentives:
- Competitive monthly allowances to kick-start your financial journey.
- Uncapped commission structure.
- Quarterly bonus in addition to commission earnings.
- Up to three fully sponsored incentive trips annually, with destinations in SEA, Asia, and the West.
- Lifetime passive income and passive income bonus from the second year onwards, escalating on an upward basis.
- Variety of other incentives and recognitions on an ad-hoc basis by the organization and branch.
Requirements and Qualifications:
- Preferred CMFAS certifications: M5, M9, M9A, HI, M8, and M8a.
- Local polytechnic diploma, GCE 'A' Level certificate, or degree holder.
- Experience in sales, marketing, business development, relationship management, or account management is advantageous.
- Ambitious, results-driven, hardworking individual capable of working independently, meticulously, and coachably.
- Strong communication and interpersonal skills, ability to build rapport, and engage with a positive personality.
Compensation and Benefits Package:
We offer a competitive remuneration package that includes a salary ranging from SGD 70,000 - SGD 100,000 annually, commensurate with experience, plus comprehensive benefits and bonuses.
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