Financial Consultant - Sales

Income - Apex Group; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading wealth management agency in Singapore is seeking candidates for a specialized role focusing on wealth management and investment strategies. Responsibilities include assessing clients' financial situations and maintaining existing relationships. Ideal candidates must be at least 21 years old and possess the necessary educational qualifications. The agency offers mentorship and support for career progression.

Benefits

Full Mentorship Program

Digital marketing support

Leads management

CMFAS examination sponsorship

Qualifications

• Minimum age 21 years old based on MAS regulatory requirement.
• Only Singaporean and Singapore PR candidates are welcome.
• Integrity and determination are essential qualities.

Responsibilities

• Specialize in individual career paths.
• Manage wealth and provide investment and retirement solutions.
• Assess clients' financial situations to help with their priorities.
• Maintain relationships with existing clientele.

Skills

Wealth Management

Risk Management

Investment Strategy

Relationship Management

Education

GCE 'A' Level or equivalent

Job description

Why us

• Income TOP agency 2022 & 2023
• Full Mentorship Program with MDRT producers
• Privilege of handling existing Customer accounts
• Managerial Career Progression within 3 years

Job Description

• Specialize Individual Career Path with designated proficiency.
• Wealth Management for HNW
• Investment & Retirement Specialist
• Risk Management Specialist
• Corporate Solution Specialist
• Assess clients’ financial situation to help them work towards their financial priorities.
• Maintain relationship with existing clientele.

Support

• Personalized digital marketing to enhance your personal branding.
• Leads management, allocate existing customer base to help you build your clientele base.
• Concierge Service to expand your reach.
• Selected Candidates will be given full sponsorship for their CMFAS examination with tutorial lesson provided.

Job Requirements

• Minimum age 21 years old and above. (Based on MAS regulatory requirement.)
• Singaporean and Singapore PR are welcome.
• Full certificate in GCE ‘A’ Level, International Baccalaureate Diploma qualification, Diploma awarded by a Polytechnic in Singapore or equivalent
• Sincere, strong integrity and determination