Financial Consultant

PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD; Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD in Singapore seeks self-motivated, sales-driven individuals to join the Affinity channel. The role focuses on understanding client portfolios, building relationships, and driving engagement through events.

Candidates should hold a graduate degree and be open to coaching, with a strong desire to achieve career and personal goals. Willingness to acquire CMFAS papers (M5, M9, M9A, HI, BCP, PGI) is expected.

Qualifications

• Graduate degree required.
• Be open to coaching.
• Strong desire to achieve your career and personal goals.
• Willing to acquire CMFAS papers or the 6 insurance exams (M5, M9, M9A, HI, BCP, PGI).

Responsibilities

• Learn how to develop tailored solutions for Clients by understanding how to analyze their financial portfolio.
• Develop key skills in building relationships across all levels internally and externally with people from all walks of life.
• Discover how to run exclusive events to enhance client engagement.
• Gain exposure and career progression through a systematic promotion program.
• Understand how to maintain high sales performance through upselling and cross selling products.

Skills

Sales

Communication skills

Client relationship building

Education

Graduate degree

Job description

Overview

Are you taking your first step into the corporate world? Want to be part of an organization that nurtures your career and cares about you as much as it cares about its clients? We are seeking self-motivated, sales‑driven individuals with a Can-Do attitude to join our team. Affinity channel under PIAS has grown from 20 to 200 people since our inception in 2016 and we are still growing. PIAS is wholly owned by Singapore Life Ltd. All you need to have is a graduate degree, be open to coaching, and a strong desire to achieve your career and personal goals.

What you will gain from this career is tremendous:

• Learn how to develop tailored solutions for Clients by understanding how to analyze their financial portfolio.
• Develop key skills in building relationships across all levels internally and externally with people from all walks of life.
• Discover how to run exclusive events to enhance client engagement.
• Gain exposure and career progression through a systematic promotion program.
• Understand how to maintain high sales performance through upselling and cross selling products.
• Attained the necessary CMFAS papers or willing to acquire the required 6 insurance exams (M5, M9, M9A, HI, BCP, PGI).

Embarking on your professional career can be nerve wrecking, but rest assured that the team will help you every step of the way to bring your career to greater heights. Our top priority is to ensure you are successful!