To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
************* OR
WhatsApp +************* (**************************)
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Roles and Responsibilities
- Formulate customized wealth blueprints tailored to the distinct financial goals and asset protection needs of each individual.
- Assist account holders with strategic financial mapping across retirement horizons, educational funding, and investment vehicles.
- Offer targeted advice to clients regarding capital growth frameworks aligned with their long-term objectives.
- Build long-term and trusted relationships with clients.
- Stay informed on shifting market dynamics, asset instruments, and macroeconomic trends impacting the financial landscape.
What We Offer:
- Access to multiple battle-tested systems engineered to launch and accelerate your professional trajectory.
- Zero requirement to solicit personal networks, family members, or friends to generate prospective business.
- provide customizable leads platform
- Provide 1 to 1 mentorship.
- Comprehensive developmental modules led by industry specialists to sharpen both your technical expertise and interpersonal capabilities.
- Monthly allowance and other cash incentives.
- Overseas trip incentives.
Eligibility
- Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
- Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
- Good interpersonal skills.
- Display a high level of dedication, intrinsic motivation, and a strong drive to excel.
- No work experience required.
Technical Skills and Competencies You Will Learn
- Core Principles of Risk Management and Asset Allocation Frameworks
- Certifications in CMFAS
- Communication and Networking Skills
- Sales and Marketing Skills
- Client Relationship Management
By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.