Financial Services Specialist

4 days ago


Singapore WEALTH COACH LLP Full time
Opportunity Overview

Unlock your full potential as a Financial Consultant with Wealth Coach LLP, where you'll thrive in a dynamic environment driven by sales and service excellence. Our team is passionate about shaping financial futures with unwavering commitment.

About Us
We're not just financial consultants; we're changemakers. With passion and determination, we're shaping the industry for the better and making an impact that lasts. Our company prioritises our clients' needs above all, engaging in consultative selling to provide comprehensive customised financial solutions with integrity.

Job Responsibilities
You'll be responsible for acquiring and managing a pool of clients' insurance portfolios, maximising these opportunities for growth and success. You'll cultivate long-lasting trustworthy relationships with clients, empower them to achieve their dreams by guiding them through personalised financial planning, and offer recommendations on insurance products that align with clients' financial needs.

Key Requirements
Candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26). A suitable academic qualification includes a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore, or any other academic qualification equivalent to the above qualifications. Suitable candidates should be Singaporean or Singapore PR, looking for a mid-career switch or fresh graduates welcome.

Benefits
Enjoy a competitive monthly allowance of up to $15k, including additional incentives. Elevate your communication and leadership skills, dive into the sea of networking opportunities connecting you with potential leads, and aspire to be one of our Financial Services Manager. Enjoy exclusive overseas incentives trips as a high achiever. Commissions & Incentives are payable based on individual performance.

Required Skills and Qualifications
Prioritise wealth management, lifestyle, financial planning, investments, assurance, wealth accumulation, wealth, risk management, selling, networking, retirement planning, financial advisory, regulatory requirements, and service excellence. Aspire to make a lasting impact in the industry, shaping financial futures with unwavering commitment.

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