Salaried Para-adviser

7 days ago

Singapore COLAB SOLUTIONS Full time

**Job Description & Requirements**:
A Para-Adviser (PA) is a professional supporting role to an established Financial Services Director in helping to streamline, increase efficiency, smoothen and delight client experience as they make financial planning decisions with the financial services director.

PA provides complementary support functions in the full sales process, especially in areas of KYC data, Proposal Analysis, comparison, consolidation work and smooth new business activation process.

**Job description**:

- Joint meetings with Director for client meetings for financial advisory.
- Analyse gaps, needs analysis based on KYC, recommend and propose solutions.
- Compare multiple insurer products features, benefits and limitations
- Creating Portfolio summaries and investment position updates using vendor reports
- Monitor client case onboarding and ensure successful case implementation
- Do up presentation pitch, sales deck
- Ensure proper documentation on KYC, and proper record keeping
- Campaign creation and arranging existing client review and appointment setting

**Requirements**:

- Min. Diploma
- Fit and Proper, undischarged bankrupt as per Financial Advisory Act requirements, MAS.
- Ability to work on Word, Excel and PowerPoint
- Min 2 years experience in Bancassurance, Financial planning, FA role as sellers
- Good understanding of Balanced Scorecard, FAA guidelines.

**Advantage if you have the following**:

- Creative usage of Instagram, Facebook
- Good presentation deck skills to facilitate FSD on proposal presentation
- Interest in life insurance, investments, individual tax, trust and estate planning
- Strong presentation and communication skills
- RNF background and knowledge of financial planning either in banks, insurance firms, or FA firms will be an asset.
- Great customer service background, aircrew experience will be an advantage
- Bancassurance Consultants with at least 18mths experience
- Banking Associates, RM Assistants, Private Banking Associate role with keenness to eventually move towards client acquisition role
- Tied Insurance Advisers who is looking for breakthrough, consistent clientele and stability
- FA advisers who wants to build strong market segment with income stability
- Anyone who is financially savvy/ strong interest in finance looking for career switch

**Remuneration**:

- Fixed salary package + team bonus for sales growth to Director’s business revenue.
- Pick up top selling skills of a successful financial adviser and learn to pick up key selling process.
- Learn the ropes of HNW, retirement and estate planning markets
- Option to transit to be an advisory master specialist that has a ready clientele with a rewarding FA income.

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