Business Partner (Financial Advisory) - Freelance (Uncapped Commission + Multi-Layered Incentiv[...]

ASCENSION ADVISORY PTE. LTD.; Singapore; Hybrid; SGD 40,000 - 70,000; Full time

Job summary

A well-established financial advisory firm in Singapore is hiring for positions tailored for university students. Responsibilities include developing financial strategies, providing advice on insurance and investments, and managing client relationships. Ideal candidates are motivated, possess strong interpersonal skills, and hold at least a Polytechnic Diploma. Training and mentorship are provided. This role offers flexible working hours and attractive rewards.

Benefits

Tailored training and certifications

Student funding programme

Attractive income structure

Mentorship from experienced professionals

Qualifications

• No prior experience required; training and mentoring provided.
• Result-oriented with a strong passion to serve.

Responsibilities

• Develop financial strategies tailored to client needs.
• Provide comprehensive insurance and financial planning advice.
• Prepare financial summaries and investment reports.
• Build and manage client relationships through regular reviews.
• Establish and grow a client base through networking.

Skills

Interpersonal skills

Motivation

Education

Minimum Polytechnic Diploma

Job description

Job Description

Overview

Well Established Singapore Based Financial Advisory Firm

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from dedicated managers.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.

Ideal for University Students

• Flexible Working Hours: Suitable for students.
• Entrepreneurial Experience: Experience how to manage and grow your own business.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students.

Main Responsibilities

• Financial Strategy Development: Understanding your clients’ financial situations & goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.
• Client Networking: Establish and grow a strong client base through networking & prospecting.

Requirements

• Minimum Polytechnic Diploma in any discipline.
• No prior experience is required as on-the-job training and mentoring is provided.
• Result-oriented & highly motivated.
• Strong interpersonal skills with a strong passion to serve.

Email to: [e-mail] for more information.

We do not charge our candidates any referral fee nor bind them with any contract.

Henry Heng

Consulting Manager

Reg no.: R1982999

EA No: 25C2861