Student Advisor | Financial Advisory

Credence Singapore; Singapore; Híbrido; SGD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Commission pay

Performance bonus

Mentorship program

Overseas conventions

Flexible working hours

Descripción de la vacante

Credence Singapore is seeking an ambitious Student Advisor to work with clients, understand their needs, and guide early career and financial planning. The role offers mentorship, growth, and exposure to international conventions.

You will gain hands-on experience in wealth planning, asset allocation, and regulatory topics, with flexible hours and location, plus commissions and bonuses for performance.

Formación

• Understand client needs, goals, and challenges to tailor financial advice.
• Develop tailored strategies using a range of financial services.
• Identify, target and acquire clients across wealth spectrums.

Responsabilidades

• Engage with clients to assess needs and goals.
• Provide wealth planning and risk management guidance.
• Source and acquire clients.
• Execute plans and ensure timely delivery.
• Plan investment horizons and execute strategies.
• Regularly reassess client portfolios.

Conocimientos

Client assessment

Strategic planning

Client sourcing

Implementation

Regulatory updates

Descripción del empleo

Aspiring Banker, RM or Financial Planner?

Undergrads andFresh Gradslooking to make an impact on clients?

Join us at Credence as aStudent Advisor

We are looking for Individuals who enjoy meeting new people and are on a continuous pursuit of knowledge to join our team!

Do note as per FAA-N26, Financial Advisors Act, representatives must be:

• Minimum age of 21 years old
• Posess a local polytechnic diploma or equivalent

Responsibilities

• Client Assessment:Engage with clients to understand their specific needs, goals, and challenges. eg.Retirement sum
• Strategic Planning:Provide expertise utilising a range of financial services eg. Wealth accumulation, Risk Management etc. to Develop tailored strategies to address client objectives
• Sourcing and acquisition of clients
• Implementation:Execute plans effectively, ensuring timely and successful delivery of services.
• Planning investment time horizon and executing strategy
• Identify, target and acquire clients across various wealth spectrums
• Regularly engage with clients to reassess their needs and portfolio accordingly, ensuring their evolving needs are met.
• Stay updated on economic developments, and industry regulations to provide accurate and up-to-date advice

Career progressions (Exposure to Managerial and Leadership role)

Growth and Learning opportunities

Flexible working hours and location

Attractive bonuses and incentives

Overseas conventions and exposure

1-1 Mentorship and Guidance

Supplemental Pay:

• Commission pay
• Performance bonus

*CMFAS Papers must be cleared prior to commencing work, Training will be provided

We are not currently hiring individuals who now or in the future require sponsorship for visa