Financial Consultant

Professional Investment Advisory Services Pte Ltd - Vertex Wealth Advisory Group; Singapore; On-site; SGD 28,000 - 47,000; Full time

Job summary

Vertex Wealth Advisory Branch, PIAS's authorised group, invites dynamic individuals to join our expanding client service team in Singapore. You will be trained to build long-term client relationships and to craft financial solutions tailored to each client’s needs.

Responsibilities include working with mentors, contributing to marketing efforts, acquiring customers, and maintaining strong relationships to help clients achieve their financial goals.

Qualifications

• Candidate must possess at least a GCE "A" level, Diploma or Degree Holder.
• No working experience required.
• Possess good interpersonal skills.

Responsibilities

• Work closely with mentors.
• Execute marketing strategy to acquire customer base.
• Build customer acquisition and relationship management.
• Develop and implement solutions based on customer needs.
• Initiate, build and maintain key relationships with customers.
• Work within a collaborative environment to achieve results.

Skills

Interpersonal skills

Committed

Task-oriented

Self-driven

Education

GCE A level

Diploma or Degree

Job description

About Us

Established in 2001 and licensed by the Monetary Authority of Singapore, Professional Investment Advisory Services Pte Ltd (PIAS) is a multi-award winning financial advisory firm in Singapore.

As a pioneering financial advisory firm in Singapore, PIAS has close to 25 years of operating experience, having navigated multiple market cycles. It has served over 200,000 families, supporting their financial planning needs across different life stages. We offer a diversified suite of financial advisory services and solutions with a personalised approach.

Vertex Wealth Advisory Branch (VWAB) is an authorised group of Financial Adviser representatives from PIAS.

Who Are We?

At VWAB, we are building a curated financial advisory services team. As part of our efforts to grow our team this year, we are looking for individuals who are resourceful and can uphold effective communication when it comes to servicing and dealing with customers.

The foundation has been laid by the seniors of the team, and they are eager to impart their skills to our new team members. If you have a hunger for success and the determination to thrive, Vertex Wealth Advisory Branch is the place for you.

JOB DESCRIPTION

We are recruiting dynamic and accountable individuals to join our expanding team. As an asset of the team, you will be trained with the skills to excel in the industry, to build and develop long-term relationships with your clients and to have an in-depth understanding of the financial market. You will be equipped with the tools to provide specially crafted solutions to your clients that are unique to each individual.

We are partnered with a myriad of insurers, fund houses, and banks to offer a suite of customized wealth solutions that will lay the foundation for your career, assisting your clients in achieving their financial needs and goals.

Responsibilities:

• Work closely with mentors.
• Execute marketing strategy to acquire customer base.
• Build customer acquisition and relationship management.
• Develop and implement solutions based on customer needs.
• Initiate, build and maintain key relationships with customers.
• Work within a collaborative environment to achieve results.

Requirements:

• Candidate must possess at least a GCE "A" level, Diploma or Degree Holder
• No working experienced required
• Possess good interpersonal skills
• Committed, task-oriented, self-driven
• Singaporean / Permanent Resident
• At least 21 years old (Based on MAS [Monetary Authority of Singapore] regulatory requirement.)

*Candidates without experience or candidates looking for a change of environment are welcome to apply