Financial Freedom Specialist
4 days ago
$120,000 per annum
About the Role:
We are seeking a highly motivated and driven Financial Freedom Specialist to join our team at ACellance Group LLP. As a key member of our wealth management team, you will be responsible for acquiring and growing your own personal portfolio of high net worth clients in Singapore. This is an excellent opportunity for individuals who are eager to succeed and be financially successful.
Key Responsibilities:
- Acquiring and growing your own personal portfolio of high net worth clients in Singapore through existing business development support.
- Providing regular market updates, portfolio performance, investment opportunities, and risks to clients.
- Promoting investment and estate planning products and services offered by our organisation.
- Keeping track of clients, assets under management, and revenues using internal systems.
- Working closely with the team to strategize and develop investment strategies for clients.
- Fostering long-term relationships with prospects and clients.
What We Offer:
- Customized trainings and relevant certification awarded (M5, M9, M9A & HI).
- Excellent opportunities for career advancement, whether as an investment specialist or manager/director.
- Various leads generation platforms readily available with in-depth trainings provided.
- Annual overseas incentive trips (up to 4 times).
- One-to-one field experience and mentorship programme tailored towards personal growth and career progression.
Requirements:
- Minimum Full Certificate in GCE 'A' Level OR International Baccalaureate (Private) Diploma qualification / Diploma awarded by a polytechnic in Singapore or equivalent and Bachelor Degree.
- Willingness to learn and adapt.
- Highly motivated and driven individual with a strong entrepreneurship mindset and 'can-do' attitude.
Why Join Us?
We believe that success can be replicated through a working system, but we also advocate the importance of 'walk-the-talk.' Our one-to-one mentorship programme will guide you through the ropes towards success, flattening the entire learning curve.
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