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.
Benefits
- Adaptable schedule tailored to your own timeline
- Fixed core compensation
- Limitless performance bonuses
- All-expenses-covered overseas team retreats
- End-to-end guidance and educational modules spanning from entry-level up to management paths
- Collaborative ecosystem that values collective progress and teamwork
Key Responsibilities
- Formulate bespoke wealth advisory strategies centered around individual consumer priorities and asset defense
- Guide account holders through comprehensive portfolio design across investment vehicles, education funds, and retirement timelines
- Provide clients with recommendations on wealth accumulation in accordance to their goals
- Cultivate enduring, high-trust alliances with our client network
- Keep up to date with market development, investment products and other areas that can affect the market
About You
- Singaporean/PR
- At least 21 years and above
- GCE 'A' Level (Full Certificate)
- Diploma from a recognized Singapore polytechnic or equivalent diploma with more than 2 years course duration completion
- Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)
About Us
- We offer both basic and freelance structures to accommodate different needs. Our basic package is designed for entry-level positions or initial 2-year engagements, providing a solid foundation for growth.
- Our team is the number 1 wealth management team and one of the top high net worth sales teams in the building, measured by actual sales and AUM.
- If you are eager to accelerate your career alongside our highly focused unit, join our expansion initiative!
- It promises to be a deeply rewarding journey for you!
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