Financial Advisor

MAGENTA CONSULTING SERVICES PTE. LTD.; Singapore; On-site; SGD 40,000 - 90,000; Full time

Job summary

MAGENTA CONSULTING SERVICES PTE. LTD. in Singapore offers a program where you will be trained by an expert in Retirement Solutions and guided to MDRT attainment by presenting reliable but exciting possibilities in insurance and financial products.

You will analyse clients' financial needs, build a clientele, and establish objectives through Fact Find, maintaining long-term relationships with periodic reviews while ensuring strict regulatory compliance and high service standards.

Qualifications

• CMFAS M5, M9, and HI certifications are required.
• GCE A-Level, IB Diploma or Polytechnic Diploma in Singapore or equivalent.
• 21 years old and above per regulatory requirement.

Responsibilities

• Build and maintain clientele database.
• Establish Clients' financial objectives through Fact Find.
• Analyse Clients' data and determine suitable strategies to meet clients' financial objectives.
• Establish and maintain a long-term relationship with clients through periodic follow-up and reviews.
• Adherence to a tight compliance regime in order to provide sound financial advice to clients.

Skills

Effective communication

Interpersonal skills

Leadership

Analytical thinking

Problem solving

Networking

Regulatory awareness

Education

GCE A-Level

IB Diploma

Polytechnic Diploma

CMFAS M5

CMFAS M9

CMFAS HI

Job description

You will be trained by an expert in Retirement Solutions and coached to be in the MDRT in the shortest possible time by providing reliable but exciting possibilities in insurance and financial products. You will provide financial advice to retirement-ready clients by analyzing their financial needs and exceeding their service expectations.

Job Description

• Build and maintain clientele database
• Establish Clients' financial objectives through Fact Find
• Analyse Clients' data and determine suitable strategies to meet clients' financial objectives
• Establish and maintain a long-term relationship with clients through periodic follow-up and reviews
• Adherence to a tight compliance regime in order to provide sound financial advice to clients

Requirements

Competencies & Personal Traits

• Energized and strive to be in the top tier.
• Effective communication and excellent interpersonal skills
• Possess strong leadership qualities and a mind towards excellence
• Analytical and strong problem solving abilities
• Dynamic individual who strives in fast moving environment
• Willing to network amongst business associates
• 21 years old and above, as per regulatory requirement

Professional Qualifications

• Possess CMFAS M5, M9, and HI certifications

Education

• GCE 'A' level, International Baccalaureate Diploma qualification or Diploma awarded by a Polytechnic in Singapore or equivalent