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Financial Adviser

3 weeks ago

Singapore ACELLANCE GROUP LLP Full time

**Our organisation is venerable and longest established wealth management and financial advisory businesses. We are also one of the financial institution that produces the most numbers of global recognitions - MDRT, COT & TOT with more than one-third advisers achieving their global recognitions on an annual basis.
**Job Highlights**
- Fulfilling & meaningful Career with extremely attractive remuneration model.
- Fun & Supportive team and mentors to fast-track your financial journey.
- Achieve global recognition MDRT on your first year.
- Joint fieldwork with mentorship programme.
- Unlimited High Networth Leads opportunities.
- Fully sponsored incentive trips.
- Potentially earns $100k on the first year of your career with us.

**Responsibilities**
- Contacting high net worth Prospects & Clients to set up meetings within the office environment or at their office/home premises
- Foster a long-term and strong relationship with your prospects and clients.
- Providing financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts, Retirement Saving and Wealth Protection.
- Assist Business Owners and High Net Worth clients with risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning with High Net Worth/Sophisticated financial instruments.
- Keep abreast of market trends and provide clients with the updated economic situation.
- Collaborate with the team to devise strategies based on current economic data and situation for your clients.
- Provide financial solutions to meet your client’s needs.
- Provide your clients with financial reports on an annual basis.
- Manage and grow your existing high net worth clients provided to you.

**1. **Sponsorship of CMFAS certifications for M5, M9, M9a & HI*

**2. **Time-tested, Proven Success System to achieve your global recognition

**3. **1 month of in-depth trainings by various highly professional coaches who are in the industry for over a decade

**4. **Extensive trainings provided by your mentor

**5. **1 year mentorship program by various MDRT, COT and TOT in the industry

**6. **Joint fieldwork with your mentors

**7. **Fast track on your career progression

**1. **Monthly Allowances of Up to $5000 to kick-start your financial journey.

**2. **Uncapped Commission with a high potential of earning $100k on your first year.

**3. **Quarterly Bonus on top of your commission on a quarterly basis.

**4. **Monthly Bonus from 2nd years onwards on top of your commission on a monthly basis.

**5. **Fully sponsored incentive trips of Up to 3 times annually, with one in SEA, one in Asia and one in the West.

**6. **Lifetime of passive income and passive income bonus from 2ndyears onwards on a upward staggered basis.

**7. **Unlimited Lead generation system with high net worth prospects provided to you.*

**8. **Various other incentives and recognitions on ad-hoc basis by the organisation and branch.

**Requirements**:

- CMFAS certifications M5, M9, M9A, HI, M8, M8a preferred, but not necessary
- Full diploma (900 hours of coursework), GCE 'A' Level certificate or a degree holder.
- Experienced in Sales, Marketing, Business Development, Relationship Management, or Account Management would be an advantage.
- Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
- Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.
- At least 21 years of age and satisfy the requirements of an appointed representative (Section 23, FAA). Fresh Graduates are welcome to apply.
- T&C applies.