Tuesday, August 28, 2012

Position available: Financial Consultant (Independent Financial Adviser Representative)

I'm sourcing for dedicated people who want to serve the financial needs of the community. I will be selecting and providing our training system to the 10 suitable candidates to be equipped with financial knowledge and relevant skill to be competent Financial Consultant (Independent Financial Adviser Representative, a.k.a. IFA).

If you are highly-motivatedgoal-oriented, and have a strong desire to serve the community, please don't hesitate to contact me. I believe that you would be the right person to be in this financial advisory profession.

Job Description
  • To profile clients’ needs and provide them with purposeful financial consulting services.
  • To acquire new clients through your own means or through our dynamic range of business development and sales activities.
  • Actively promote and cross-sell a wide range of wealth management products - such as Structured Investment, Life Insurance, Personal and Commercial Insurance, Unit Trusts and Alternative Investment etc.
  • Engage in business development activities, including client presentations, demos, proposal writing, and meetings.

Desired Skills & Experience
  • Self-motivated, with a strong will to excel in a competitive environment.
  • Diploma's holder, Bachelor’s degree or equivalent 2 years of marketing / sales experience. Accreditation in CMFAS Module 5, 8, 8A, 9, 9A & HI is highly preferred.
  • Ability to effectively interact and communicate with a broad range of people.
  • Able to take initiative and work well in a team environment.
  • Pleasant personality and good learning attitude.
  • Applicable to Singaporean or Singapore PR age 21 years and above ONLY. 

Company Description

Financial Alliance is a leading and award-winningIndependent Financial Advisory Firm in Singapore. We are a one-stop centre offering one of the widest ranges of wealth management - including Islamic Wealth Management - and financial planning solutions available in the market to benefit our individual and corporate clients. We achieve this only by building our systems and infusing our people with a pro-client attitude, working with world class partners and insisting on a high level of competence and professionalism from our entire team.

Being one of the largest Independent Financial Advisory firms in Singapore, we have over 40,000 clients who reap tremendous value from the unbiased nature of our financial advice - that is, advice aligned to their specific needs and goals.

Additional Information

Type: Full-time
Experience: Entry level / Fresh Graduates, Experienced Bankers, Relationships Managers, Mortgage Officer,  Financial Advisers, Career Switch.
Functions: Financial Advisory, Planning & Consulting.
Industries: Financial Planning, Investment Management, Risk Management, Insurance & Protection Planning, Financial Services Advisory. 
Compensation: Revenue Sharing plus Productivity Bonus

1 comment:

  1. You might want to refer to the below-mentioned link to help you in your decision making to be part of our team.


    The mind map illustrated here would provide you an overview of how you will be trained to be a competent financial consultant and the opportunities for your personal growth and development.


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