Client Advisor (Wealth & Protection) (Basic+Comms)(No Exp Needed)

Great Eastern Financial Advisers; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking motivated individuals to provide wealth management solutions. You'll enjoy the flexibility of working from home or in the office and have the potential to earn a significant income through commissions and bonuses. The role involves understanding clients' financial goals and providing tailored investment and insurance products. The ideal candidate must have a diploma and will receive structured training to help them excel in their career.

Benefits

Uncapped commissions

Yearly paid travel opportunities

Flexible work schedule

Qualifications

• Minimum diploma from a locally recognised polytechnic or equivalent.
• No experience is welcome, training will be provided.
• Certifications like RES5, M9, M9A, HI are a bonus.

Responsibilities

• Understand clients' financial goals and offer appropriate solutions.
• Provide exceptional customer service and advisory experiences.
• Build and maintain strong relationships with clients.

Skills

Client relationship management

Customer service excellence

Wealth management solutions

Education

Diploma from a locally recognised polytechnic or equivalent

Tools

CRM systems

Job description

Great Eastern is Singapore’s oldest insurer and was founded in 1908. Backed by OCBC, GE is a well-established market leader and trusted brand in Singapore and Malaysia, and also one of the top 3 insurers in S’pore for group employee benefits. GEFA was formed as a subsidiary of GE to allow financial consultants to represent a wider range of products from various other insurers and platforms.

Basic salary $3k/mth to $5k/mth depending on experience and last drawn PLUS UNCAPPED commissions & bonuses separately. Get up to 58% commissions (highest in market) selling the flagship products of the company. Earn a 5-figure monthly income in your first year if you do well.

Structured training and guidance are constantly provided from the start.

Multiple cold market platforms provided for you to bring in sales & excel in the role. No need for you to prospect your friends and family if you are not comfortable.

Assistance will be provided to help close first few cases to form the foundation & give a headstart into the career.

Opportunities to specialise in investments or offshore high net worth market or corporate insurance/group employee benefits after awhile.

Ample career progression opportunities to rise up the ranks to Senior and Executive, and lead a team/agency if you excel over time.

Work from home or in office. Flexibility of work schedule - you decide the days and time you want to work.

Yearly paid travel opportunities to Europe, North/South America, Asia.

Experienced consultants are welcome to apply for senior title. Bankers with compliance records are welcome also.

Duties:

• Understand the financial goals of clients and offer wealth management solution such as investment, insurance & savings products to help them protect & grow their wealth
• Provide excellent customer service and advisory experience
• Relationship building with clients

Requirements:

• Diploma in a locally recognised polytechnic minimum or the equivalent of overseas
• No experience welcome
• RES5, M9, M9A, HI certified is a bonus