Lead, Client Advisory

14 hours ago

Central Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

**Location**
- Singapore, Central Singapore**Job Type**
- Full Time**Salary**
- $4,500 - $6,000 Per Month**Date Posted**
- 13 hours agoAdditional Details

**Job ID**
- 138509**Job Views**
- 2Roles & Responsibilities

**COMPANY DESCRIPTION**

MoneyOwl is a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently.

We are Singapore’s 1st Bionic Financial Adviser To be Bionic means to have the best of both worlds - humans and technology.

Both our dedicated client advisers and technology platforms come together to journey with our customers in every stage of their life.

**RESPONSIBILITIES**

The Lead, Client Advisory plays a key role in steering the Company towards the fulfilment of its social mission to bring comprehensive, competent and conflict-free advice to the mass retail market in a bionic format. Reporting to the Associate Head of Advisory, the Lead, Client Advisory role serves as an important bridge in translating the strategic directions of MoneyOwl’s senior management team into tactical execution by the advisory team. The role leads a team of Client Advisers in MoneyOwl and is responsible for the team’s overall sales performance as a core revenue centre for MoneyOwl.

**Key Responsibilities**
- Build up a growing MoneyOwl advisory team so that MoneyOwl can be a game-changer in financial advice for Singapore families in the mass retail market
- Be responsible for the development of professional standards, and to build a best-in-class fee-based advisory service
- Coaching the Client Advisers to ensure a high quality of advice
- Identify skills & knowledge gaps and work with Head of Advisory to come out with a Training Plan for the Client Advisers
- Work with Head of Advisory to formulate, execute and monitor sales plans and sales campaigns to achieve company goals, P&L targets and KPIs
- Run the advisory team comprising about 6-8 advisers, its activities, productivity and performance in line with company objectives, business and sales plans
- Collaborate with colleagues from other departments to ensure smooth daily operations for the Advisory team
- Manage your own base of clients, advising across MoneyOwl’s spectrum of services (namely Insurance, Investment, Wills, Comprehensive Financial Planning)

**QUALIFICATIONS**
**Key Requirements**
- Degree or higher educational qualifications
- High level of integrity and accountability, with a passion to make a positive impact on the lives of ordinary Singaporeans through the provision of comprehensive, conflict-free and competent financial advice
- Have the willingness and aptitude to train to become an excellent comprehensive financial planner; AWP or CFP qualification is an advantage
- Able to lead and motivate a team of salaried advisers to achieve corporate sales targets and high standards of professional excellence
- Mission-oriented, pro-active and able to think strategically amidst complexity
- Good team player with excellent communication and interpersonal skills and able to influence and collaborate across multiple functions
- At least 1 year of managerial experience in running sales teams
- Able to work in a start-up, fast-paced and multi-faceted environment of a fintech with comprehensive and bionic services
- Able to handle complexity and willing to learn and adapt
- Able and willing to be hands-on in formulating sales processes and enhancing CRM or reporting tools

Tags

lead

client

advisory

lead client advisory

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