Job Description
Responsibilities:
- Conduct in-depth financial assessments and analyze clients' current financial situations, including assets, liabilities, income, expenses, and risk tolerance.
- Identify clients' short-term and long-term financial goals, such as retirement planning, education funding, investment growth, and estate planning.
- Develop and present personalized financial plans to clients, including investment strategies, insurance coverage, and tax-efficient solutions.
- Provide expert advice on various financial products, such as mutual funds, stocks, bonds, insurance policies, and retirement plans.
- Recommend appropriate investment opportunities and asset allocation strategies to help clients maximize their returns while managing risks.
- Stay updated on financial market trends, economic conditions, and regulatory changes to ensure the advice provided is accurate and relevant.
- Cultivate and maintain strong relationships with clients to understand their evolving financial needs and adapt strategies accordingly.
- Collaborate with internal teams and external partners to deliver integrated financial solutions to clients.
- Comply with all legal and regulatory requirements related to financial advisory services and maintain proper documentation.
- Participate in continuous professional development activities to enhance knowledge and expertise in financial planning and wealth management.
Job Requirement
Job Summary:
A Financial Advisor supports their client by providing personalized advice and solutions based on their financial goals and needs. They will work closely with clients to understand their financial situation and provide comprehensive recommendations to help them achieve their life objectives across the immediate term and right through to retirement age and inheritance. A complete solution often involves a combination of both insurance and investments. You will guide clients as they develop their financial health for themselves and their families.
You will receive:
- Structured 2-month sales and advisory training program and support through exams
- Guaranteed base salary (2,000 SGD to 12,000 SGD, depending on experience)
- Uncapped commissions
Job Requirements:
- Minimum Full certificate in GCE ‘A’ level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or university degree.
- At least 21 years old (MAS requirement)
- Entry-level candidates are welcome to apply
- Personally and professionally ethical, to adhere to all industry regulations and guidelines
