Salaried Para-adviser

2 weeks 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.

  • Para-adviser / Para-planner

    2 weeks ago

    Singapore ASCEND LIFE SG Full time

    A Para-Planner 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. A Para-planner provide complementary support functions in the full sales process, especially in...

  • Executive para Planner

    1 week ago

    Singapore Advisors' Clique Full time

    You shall provide support to the Founder of Advisors’ Clique to nurture strong relationships with the high net worth, as well as mass affluent prospects and clients. You shall engage in gathering data for clients, summarise and analyse their portfolio and assist to formulate a proposal for both risk and wealth management and finally you facilitate in the...

  • Financial Advisers

    3 days ago

    Singapore IFAMatch Full time

    Our Client has an opportunity for Singapore based financial advisers to join their team. Advisers who can relocate to Singapore are also invited to apply. Roles are employed with a salary plus comms. **Job Detail**: **The Company** Our Client is directly authorised by the Monetary Authority of Singapore (MAS) and is a specialist wealth management firm...

  • Client Adviser

    2 weeks ago

    Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

    **COMPANY DESCRIPTION** MoneyOwl is a uniquely Singaporean social enterprise; 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...

  • Financial Advisers

    2 weeks ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Full Time **Salary** $2,600 - $5,000 Per Month **Date Posted** 1 hour ago Additional Details **Job ID** 90290 **Job Views** 2 **Job Description**: Roles & Responsibilities Chartwell Associates Pte Ltd is an established and independently owned financial advisory company that specialises in...

  • (Associate) Client Adviser

    3 days ago

    Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

    **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...

  • Educational Adviser

    1 week ago

    Singapore MAYSON TAYOR PTE. LTD. Full time

    **The Company Our client is a Property and Asset allocation in Singapore & Southeast Asia. Now is enlarge the business size and scope. **Job Responsibilities 1. To identify and develop new markets for expansion of business across Asia 2. Responsible for Educational enquiry for our company business. 3. Briefing the educational material to potential...

  • Wealth Adviser Financial Adviser Insurance

    2 weeks ago

    Singapore InsureDIY Full time

    You will be provided unlimited leads and will not need to prospect for new clients yourself. A full range of financial products to help clients manage their wealth and protection needs will be available to you. This includes insurance, unit trusts and loans. Flexible working hours with the ability to work from home. Perfect for working mothers who want...

  • Financial Adviser with Will Planning Qualification

    2 weeks ago

    Singapore CHARTWELL ASSOCIATES PTE. LTD. Full time

    Financial Adviser with Will Planning qualification needed to service Will and Estate planning leads Position will be employed either full or part time Renumeration will be salary and commission depending on qualifications and experience

  • Financial Adviser

    2 weeks ago

    Singapore EUROPA CAPITAL 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...