Financial Consultant

J MARKETING; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading marketing firm in Singapore seeks individuals to manage wealth and risk portfolios for clients. The role includes acquiring high net worth clients through seminars and developing tailored solutions. Candidates of all experience levels are welcomed, with comprehensive training available. Applicant must be a Singaporean citizen over 21 years old. This position offers a client acquisition model without traditional prospecting, along with robust administrative support.

Benefits

Unlimited leads

Robust administrative support

1 to 1 Mentoring System

Qualifications

• Entry level candidates are welcomed; intensive training provided.
• M5, M8, M8A, M9, M9A certifications are advantageous.
• Must be a Singapore Citizen and above 21 years old.

Responsibilities

• Manage wealth and risk portfolio for clients.
• Acquire high net worth clients from seminars.
• Develop creative solutions for clients.

Skills

Client acquisition

Portfolio management

Creative problem-solving

Education

A Level, Diploma or Degree

Job description

Responsibilities

• Manage wealth and risk portfolio for both personal and corporate clients.
• Going for confirmed close appointments set by our telemarketers
• Acquire high net worth clients from our seminars advertised weekly on Straits Times and Business Times
• Managing and growing high net worth clients
• Develop creative solutions for clients

What can we offer

• Proven Client Acquisition Model (No roadshows, door knocking or street prospecting required)
• Strategic partnerships with professional organizations & businesses
• Unlimited leads
• Robust administrative support
• 1 to 1 Mentoring System

Requirements

• A Level, Diploma or Degree holders (Entry level candidates are welcomed, intensive training and coaching will be provided for selected candidates)
• M5, M8, M8A, M9, M9A and HI certifications are advantageous
• Only Singapore Citizen and above 21 years old (required by MAS requirement)

Global Product & Service Providers

Banks & Referrals

• DBS Bank Ltd (DBS)
• Malayan Banking Berhad (Maybank)
• Oversea‑Chinese Banking Corporation Limited (OCBC)
• RHB Bank Berhad (RHB)
• Rockwills International Group
• Standard Chartered Bank (Singapore) Limited

General Insurance

• AETNA Insurance Company Limited (Singapore Branch)
• AIG Asia Pacific Insurance Pte Ltd
• Allianz Global Corporate & Specialty SE (Singapore Branch)
• Allied World Assurance Company, Ltd
• Aviva Ltd
• AXA Insurance Pte Ltd
• China Taiping Insurance (Singapore) Pte Ltd
• Chubb Insurance Singapore Limited
• Cigna Global
• EQ Insurance Company Limited
• ETIQA Insurance Pte Ltd
• Liberty Insurance Pte Ltd
• Lonpac Insurance Berhad
• MSIG Insurance (Singapore) Pte Ltd
• Now Health International (Singapore) Pte Ltd
• NTUC Income Insurance Cooperative Limited
• QBE Insurance (Singapore) Pte Ltd
• Sompo Insurance Singapore Pte Ltd
• Tokio Marine Insurance Singapore Ltd

Life Insurance

• Aviva Ltd
• China Life Insurance (Singapore) Pte Ltd
• ETIQA Insurance Pte Ltd
• Friends Provident International Ltd, Singapore Branch
• Generali International Limited
• Manulife (Singapore) Pte Ltd
• NTUC Income Insurance Cooperative Limited
• Old Mutual International Singapore Branch
• Raffles Health Insurance Pte Ltd
• Tokio Marine Life Insurance Singapore Ltd
• Transamerica Life (Bermuda) Ltd

Investment Products / Collective Investment Schemes (CIS)

• CMIA Capital Partners Pte Ltd
• Firstmac Limited
• IP Investment Management Pte Ltd
• Man Investments (Australia) Limited
• Man Investments (Hong Kong) Limited
• Quantum Funds Management Limited
• Superfund Financial (Singapore) Pte Ltd

Collective Investment Schemes (CIS)

• Transaction Platforms
• iFast Financial Pte Ltd
• Navigator Investment Services Ltd

Fund Houses on Transaction Platform

• Aberdeen Asset Management Asia Ltd
• Alliance Bernstein (Singapore) Ltd
• Allianz Global Investors (Singapore) Ltd
• Amundi Singapore Ltd
• Aviva Investors Asia Pte Ltd
• AXA Investment Managers
• Blackrock Asset Management Southeast Asia Ltd
• BNP Paribas Investment Partners
• BNY Mellon Asset Management
• Columbia Threadneedle Investments
• Deutsche Asset Management (Asia) Ltd
• Duxton Asset Management
• EastSpring Investments
• Eurizon Capital S.A (Singapore Branch)
• Fidelity Investments (Singapore) Ltd
• First State Investments (Singapore) Ltd
• FRM Investment Management
• Fullerton Fund Management Company Ltd
• HSBC Global Asset Management (Singapore) Ltd
• Janus Henderson Investors (Singapore) Ltd
• JPMorgan Asset Management (Singapore) Ltd
• Kotak Mahindra (UK) Limited
• Legg Mason Asset Management Singapore Pte Ltd
• Lion Global Investors Ltd, Singapore
• Man Investments (Singapore) Pte Ltd
• Manulife Financial (Singapore)
• Matthews Asia Funds
• Natixis Global Asset Management
• Neuberger Berman
• Nikko Asset Management Asia Ltd
• NN Investment Partners
• Old Mutual Global Investors
• Phillip Capital Management (S) Ltd
• PIMCO Asia Pte Ltd
• PineBridge Investments Singapore Ltd
• Pioneer Investments
• RHB OSK Asset Management Pte Ltd
• Schroder Investment Management Ltd
• SHK Fund Management
• Superfund Financial (Hong Kong) Ltd
• Templeton Asset Management Ltd
• UBS Global Asset Management (Singapore) Ltd
• UOB Asset Management Ltd
• Vanguard Investments Singapore Pte Ltd
• Wells Fargo Funds Management LLC