Senior Financial Advisor — Flexible Hours, Growth & Perks

SYNC MORTGAGE PTE. LTD.; Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Flexible hours

Allowance (excl. commissions)

Uncapped commissions

Incentive trips

Mentorship & training

Growth culture

Résumé du poste

Sync Mortgage and Prestige Raffles is seeking a financial adviser to develop tailored financial advice and help clients with planning for retirement, education, and investments. You will provide wealth recommendations aligned to clients' goals while building long-term relationships and staying informed about market developments and products.

The role offers both basic and freelance structures with training provided to obtain CMFAS certifications, and a supportive culture designed to foster

Qualifications

• Singaporean/PR is required.
• Be at least 21 years old.
• GCE 'A' Level (Full Certificate) or Diploma from a recognized polytechnic or equivalent.
• Willing to obtain CMFAS certifications: RES5, M9, M9A, HI (Training provided)

Responsabilités

• Develop individualized financial advice based on clients' financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

Formation

GCE 'A' Level (Full Certificate)

Diploma from a recognized Singapore polytechnic or equivalent

Description du poste

Sync Mortgage and Prestige Raffles is seeking a financial adviser to develop tailored financial advice and help clients with planning for retirement, education, and investments. You will provide wealth recommendations aligned to clients' goals while building long-term relationships and staying informed about market developments and products.

The role offers both basic and freelance structures with training provided to obtain CMFAS certifications, and a supportive culture designed to foster