Financial Planner - Mentorship & Global Incentives

IMPA ADVISORY; Singapore; On-site; SGD 30,000 - 50,000; Full time

Benefits offered by this job

Monthly allowance

Cash incentives

Overseas trip incentives

1 to 1 mentorship

Extensive training provided

Job summary

IMPA ADVISORY is looking for a Financial Planner in Singapore to develop personalized financial advice based on clients' protection needs. You will assist clients with retirement, education, and investment planning while building long-lasting relationships.

We offer extensive training, mentorship, and incentives, with no need to approach friends or family for leads. Requirements include at least 21 years of age and minimum GCE A Level or equivalent qualification.

Qualifications

• Must meet MAS-FAA regulations; minimum 21 years of age required.
• Committed, driven, and eager to succeed.
• No work experience required.

Responsibilities

• Develop individualized financial advice based on clients’ needs.
• Help clients with financial planning for retirement, education, and investments.
• Build long-term and trusted relationships with clients.

Skills

Good interpersonal skills

Communication and Networking Skills

Sales and Marketing Skills

Client Relationship Management

Education

Minimum full certificate in GCE A Level or equivalent

Tools

Certifications in CMFAS

Job description

IMPA ADVISORY is looking for a Financial Planner in Singapore to develop personalized financial advice based on clients' protection needs. You will assist clients with retirement, education, and investment planning while building long-lasting relationships.

We offer extensive training, mentorship, and incentives, with no need to approach friends or family for leads. Requirements include at least 21 years of age and minimum GCE A Level or equivalent qualification.