We are looking for motivated individuals to join our strategy and wealth consulting team. You'll work closely with SMEs, entrepreneurs, and high-level professionals to provide tailored financial solutions in a fast-paced environment.
Job Description
The ideal candidate is a strategic thinker with a passion for helping clients achieve their financial goals. They possess strong analytical skills, excellent communication abilities, and a deep understanding of financial planning, investment strategies, and risk management. If you are a motivated, results-driven professional with a commitment to excellence, we would love to hear from you.
No prior experience is required. Fresh graduates, part-time students, and mid-career switchers are welcome.
Key Responsibilities
- Provide comprehensive financial advice to clients, tailoring solutions to meet their unique needs and goals.
- Develop and maintain strong client relationships, ensuring a high level of customer satisfaction and trust.
- Conduct regular financial reviews to update clients financial plans based on life changes and market conditions.
- Stay informed about industry trends, products, and regulations to provide the best advice.
- Participate in networking events and professional development workshops to enhance your skills and expand your professional network.
- Collaborate with team members to achieve collective goals and drive agency growth.
Requirements:
- Must be 21 years old and above.
- Singaporean or Permanent Resident (PR).
- Education: Minimum A-Levels, Local Diploma, or Degree.
- Experience: Prior experience in sales, and finance is a plus, but not required.
What we offer:
- Competitive Salary: $3,000 - $10,000/month (salary matching scheme)
- Plan Your Own Working Hours - Enjoy flexibility and work-life balance.
- Fast-Track Promotions & Overseas Incentives - Get rewarded for your hard work.
- Sponsorship for Industry Essential Exams & Upfront Business Support - We invest in your success.
- Mentorship from Experienced & Achieving Advisors - Learn from the best in the industry.
Apply if You Are:
- Confident in engaging with people and sales
- Driven by results, independence, and income scalability
- Ready to build a sustainable and meaningful advisory career
