Financial Advisor (Insurance/UnitTrust/Mortgage)
Salary Market Aligned
Consultant Clement Wang (R1981797)
Date posted 21 August 20192019-08-21 2019-10-20 financial-services Singapore SG SGD 2000 4000 4000 MONTH Robert Walters https://www.robertwalters.com.sg https://www.robertwalters.com.sg/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
An exciting Financial Advisor job has just become available at one of the strongest performing FA firm's team based in Singapore. Targeting clients who are of higher net worth, this is a role for a sales-driven professional who wants to achieve.
About the Financial Advisor (Insurance/UnitTrust/Mortgage) Role:
In this business critical role, you will be responsible for the management of an existing financial portfolio of customers from digital marketing platforms, analysing their financial situation and providing the necessary financial solutions. You will be involved in the marketing and business development of the team.
- Act as the client's main financial planner and adviser, giving professional support and education on all financial matters, the needed advice, guidance and reassurance to them in achieving their long-term financial goals
- Work with other professionals, such as lawyers and mortgage bankers to give customers access to the right and efficient financial solutions
- Work closely with the admin team to ensure client records and management are up to date
- Develop new business opportunities to enable access to a greater customer base
- Manage the investment portfolio of clients by observing the investment climate to update clients and do the necessary portfolio review or re-allocation
To succeed in this Financial Advisor role, you will need the drive for personal excellence and success, and the great ambition to achieve.
- Bachelor's degree in any field, preferably in finance and banking
- Results-driven, persistent and good time management skills
- Excellent interpersonal communication skills, and people management skills
- Capital Markets and Financial Advisory Services (CMFAS) Examination - M5, M8, M8a, M9, M9a, HI is preferred, but training and courses will be provided for those yet to have
- A deep hunger for success
The team that is recruiting is currently one of the strongest agencies in the industry. Formed in 2016 with only six people, they are now 75 people strong with a 47% MRDT rate last year, which is a testament of their strong business model, and far-sighted vision.
Apply today to discuss this opportunity now.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1981797 Clement Wang