Associate Director - Advisory (Full comms + Allowance + Incentives + Leads)

Professional Investment Advisory Services Pte Ltd; Singapore; Hybrid; SGD 80,000 - 100,000; Full time

Job summary

Join a dynamic team as a Wealth Management Consultant in a forward-thinking company that values your contributions and offers a hybrid work environment. This role provides an opportunity to help clients achieve financial freedom while unlocking your potential with uncapped earning opportunities. With a competitive compensation package and attractive incentives, you will thrive in a supportive atmosphere that fosters professional growth. Whether you're a seasoned professional or a fresh graduate, this role is designed for those eager to make a meaningful impact in the financial services sector.

Benefits

Medical coverage

Group insurance

Training and skill enhancement

Flexible earnings structure

Exciting trips for top performers

Qualifications

• Minimum local diploma holder AND a PR or Singaporean.
• Proven ability to build and maintain key relationships with customers.

Responsibilities

• Achieve assigned sales and business targets.
• Develop and manage strategic business relationships.
• Work under the direction of the Team Manager.

Skills

Sales Skills

Communication Skills

Relationship Management

Cold Calling

CRM Management

Education

Diploma or Degree in any discipline

Tools

CRM Software

Job description

Some professions leave a greater mark than others.

Are you an

- exisiting agency leader

- existing banker

- existing FA/agent

OR

- fresh graduate

- mid-career switcher

- a returning-back-to-workforce mom

who is looking to pivot to a entreprenrurial career with uncapped earning potential in the financial services space

Are you also aspiring to help others achieve financial freedom while at the same time unlocking your financial independence

Well, we have good news for you!

This is a Hybrid role where you can work from home/office.

Leads are available and sales can be conducted over the phone.

Join us to [Learn and Advise] on the job!

We offer a highly attractive target-based allowance to match your last drawn, along with irresistible incentives and commissions, to support your Financial Independence aspirations while allowing you to learn valuable financial literacy skills on the job.

Embark on a journey with PIAS (Professional Investment Advisory Services Pte Ltd), where your contributions will be highly valued and rewarded.

Our Partnering Product Providers

Referral Partners

DBS Bank Ltd (DBS)

Fortiswills Pte Ltd (wills & trust services referral)

HSBC Bank (Singapore) Limited

Malayan Banking Berhad (Maybank)

Oversea-Chinese Banking Corporation Limited (OCBC)

Precepts Legacy Pte Ltd (will writing & custody services referral)

Precepts Trustee Ltd (trust services referral)

RHB Bank Berhad (RHB)

SimplyWills Pte Ltd (wills referrals)

Standard Chartered Bank (Singapore) Limited

United Overseas Bank Limited (UOB)

UOB Kay Hian Pte Ltd (stocks referral)

Collective Investment Schemes (CIS) Transaction Platform

iFAST Financial Pte Ltd

GROW with Singlife

Fund Houses on Transaction Platform

abrdn Asia Limited

AllianceBernstein (Singapore) Ltd. (ABSL)

Allianz Global Investors Singapore Ltd

Allspring Funds Management

Amundi Singapore Limited

BlackRock (Singapore) Limited

BNY Mellon Investment Management Singapore Pte. Limited

BNP Paribas Asset Management

Canaccord Genuity Wealth (International) Limited

Capital Group Investment Management Pte. Ltd

Columbia Threadneedle Investments (Lux)

Dimensional Fund Advisors Ltd

DWS Investments Singapore Limited

Duxton Asset Management Pte. Ltd.

Eastspring Investments (Singapore) Limited

Eurizon Capital S.A.

Fidelity International

First Sentier Investors

Franklin Templeton Investments

Fullerton Fund Management Company Ltd

Fundsmith LLP OEIC

Goldman Sachs Asset Management

HSBC Global Asset Management (Singapore) Limited

iFAST Fund Management

Janus Henderson Investors (Singapore) Limited

J.P. Morgan Asset Management

Kotak Mahindra (UK) Limited

Lion Global Investors Limited

Man Investments Limited

Manulife Investment Management (Singapore) Pte. Ltd.

Matthews Asia

Natixis Investment Managers

Neuberger Berman

Nikko Asset Management Asia Limited

NN Investment Partners

Phillip Capital Management

PIMCO Asia Pte Ltd

PineBridge Investments Singapore Limited

Pioneer Investments

RHB Asset Management Pte Ltd

Schroder Investment Management

SHK Fund Management

Superfund Financial (Hong Kong) Ltd

UBS Asset Management (Singapore) Ltd

UOB Asset Management

Vanguard Investments Singapore Pte Ltd

For the full list of PIAS partners, please refer to https://www.proinvest.com.sg/our-services/our-partners

At PIAS, we fulfill these promises by offering an extensive range of life insurance and investment products and services to clients across the Asia-Pacific region.

Our employees thrive in a dynamic and inventive workspace, which presents a world of opportunities for career growth in this high-profile, expanding business segment.

We empower our exceptional team to develop their skills and explore new experiences, unlocking the full potential of being a part of PIAS.

Together, we will strive for efficiency in our operations.

Utilizing cutting-edge data and technology solutions, we will achieve meaningful results for our clients.

The protection we provide will have a broad and lasting impact, empowering clients to lead healthier, more productive lives, and instilling confidence in their futures.

We are currently seeking a top-tier professional to join our team as a Wealth Management Consultant.

About The Role

As a PIAS representative, you will have a permanent role with an attractive compensation package on top of additional commission and incentives. You will be responsible for driving the success of our business and introducing our partners and providers products to the market.

Working as part of a dynamic new team, you will work alongside a wide range of financial services providers and partners including fund houses. Insurers, brokers, medical specialists, and branding agencies for the best interest of our clients.

This role also offers an opportunity to customize our solutions offerings by presenting the ever-changing needs and desires of our customers to the management team.

You will need to be both a team player as well as someone who can succeed in a self-directed manner and above all else, a highly positive and coachable individual (regardless of age) with the drive to win.

What Can Be Expected

Work under the direction of the Team Manager

Achieve or exceed assigned sales and business targets (existing/new business customers)

Create and maintain accurate account plans (as required)

Pitching our bundled solution and services to the market

Develop new accounts/markets and go-to-market strategies

Develop and manage strategic business relationships within customer account

Build and track pipeline opportunities in CRM and provide management reporting as required

Increase market awareness and adoption

Develop a deep understanding of our customer's needs and our product offerings

Teamwork with the wider organization including our client support and training teams to ensure our customers are properly supported

Leads are provided and you are expected to call and build appointments (NF2F / F2F)

Required Skills And Experience

Proven ability of accurate pipeline management from initial lead to close

Proven ability to initiate, build and maintain key relationships with customers

Ability to work within a collaborative environment to achieve results

Experience with cold calling customers/prospects, appointment setting, and opportunity tracking

A proven track record of success in sales (any industry) is preferred

Strong communication skills, both verbal and written

A positive, coachable, and can-do attitude is a must

You will need to possess the relevant CMFAS certifications, or else you are expected to pass them

Computer and technology literate

Minimum a recognized diploma or degree in any discipline

Candidates with Sales or Marketing experience and/or with industry certifications are preferred; however, no relevant experience is required to be considered for this role

Minimum local diploma holder AND a PR or Singaporean

What You Get In Return

A Competitive compensation package that commensurate with your experience and attitude ($3,000 to $10,000 depending on your last drawn). Highly attractive Incentives and commissions beyond the basic allowance

Training and Skill Enhancement

We are committed to helping you acquire the necessary certifications, soft skills, and expertise for success by offering comprehensive courses and training programs. Our dedicated managers will consistently guide you throughout your professional development journey.

Global Adventures and Rewards

Achieve a perfect work-life balance as we reward our top performers with exciting trips to destinations such as Zurich, St. Petersburg, London, Cape Town, and more.

Flexible Earnings Structure

Unlock unlimited income potential through our multi-tiered incentive framework, which comprises commissions, quarterly performance-based rewards, annual bonuses, and enticing incentive trips.

Additional Perks

Benefit from medical coverage and group insurance, ensuring your well-being is taken care of, allowing you to focus on delivering sound financial advice to your clients.

Our commitment to diversity and inclusion

We are an equal opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, national origin, gender, sexual orientation, age, marital status, or disability status.

We ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.

This ad is posted by AscenXio Financial (a branch representing PIAS).