Financial Adviser

1 week ago

Singapore FINTECH ACADEMY PTE. LTD. Full time

**Job Overview**:
Are you passionate about personal finance and eager to make a significant impact in people's lives? Join our dynamic team as a Financial Adviser, where you'll guide individuals, families, and businesses toward achieving their financial dreams. This is your chance to play a pivotal role in shaping financial strategies that lead to a secure and prosperous future.

**Key Responsibilities**:

- **Client Empowerment**:Engage with clients to understand their financial landscape and craft personalized plans to meet their short-term and long-term goals.
- **Financial Education**:Discuss crucial personal finance topics, including debt management, savings strategies, budgeting, and more.
- **Strategic Planning**:Provide expert advice on investment strategies, estate planning, insurance protection, and retirement planning.
- **Client Acquisition**:Proactively seek new clients and cultivate strong relationships to build a robust portfolio.
- **Market Analysis**:Keep clients informed about their investment portfolio and market trends by staying abreast of the latest financial news.
- **Networking**:Establish and maintain connections within the industry to enhance your client base and knowledge.

**Benefits**:

- **Attractive Compensation**:Enjoy a high base salary with the potential to earn commissions and bonuses ranging from $5,000
- **Structured Training**:Receive comprehensive training to equip you with the skills and knowledge needed for success.
- **Client Acquisition Support**:Benefit from free platforms provided to help you acquire clients effortlessly.
- **Travel Opportunities**:Qualify for fully paid company incentive trips as a reward for your outstanding performance.

**Pre-requisites**:

- **Educational Background**:A recognized degree or diploma from a local polytechnic.
- **Age Requirement**:Minimum 21 years old, in accordance with MAS Regulatory Requirements.
- **Passion for Finance**:A genuine interest in personal finance and helping others achieve financial security.
- **Driven Individuals**:Motivated individuals who are eager to excel in their careers.
- **Leadership Aspirants**:Those seeking a fast-tracked path to management.
- **Corporate Escapees**:Individuals looking to break free from the traditional corporate environment and embark on a rewarding journey.

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