Financial Advisor

2 days ago


Bukit Merah, Singapore The Finance Collective Full time

**Company**: The Finance Collective a group of agency units of AIA Singapore Pte Ltd
Reg No. 201106386R

**Start Date**: A.S.A.P

**Duration**: Full Time, Permanent

**Salary**: SGD 3,000 - SGD 8,000

**Highlights**:

- Basic Allowance with Attractive Variable Incentives
- Overseas team-bonding trips available
- Career Progression Opportunity
- Awesome Team Support job

Determine current financial situation
Identify shortfalls (provide information for client to make informed decisions)
Establish clients' financial goals (including retirement planning and legacy planning needs)
Strategize together with clients on the ideal financial solutions for them, based on their financial situation
Customise solutions to suit needs (recommend financial solutions/options on needs-based analysis)
Maintain client relationships and review clients' financial plans periodically
Manage existing corporate customer accounts
Source for new partnership collaborations
Clear career progression and opportunity to build your own agency upon achieving the required qualifying criteria set by the Company

**Job Requirements**:
Minimum Age of 21 (Regulatory Requirement).
Full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent. Degree holders are preferred.
No working experience required.
Mid-career professionals who are in a cross-road of their career path are welcome for open discussion.
Self-motivated personality and positive attitude.

**Company Benefits**:
Quarterly and Year-end bonuses to be earned
Annual and Quarterly Performance Bonus
Work-life Balance
Personal and Financial Development
Flexible and Warm working environment

Please send your resume in PDF format only.

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