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-motivated, goal-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

Your Opportunities Begin Here with 7CAPITAList!

Create your own mind maps at MindMeister

iFAćè = Independence Financial Advisory Career Enhancement Programming

iFAćè is the "independence financial advisory career enhancement" program. It aims to equip financial consultant with the know-how and to create a unique service deliverables for their clientele base. It help to foster adviser-client relationship and assist their clientele to achieve their financial objective in a most effective way, based on our independence platform. iFAćè aims to train IFAs to be ćonfidence &  ènthusiasm. Most importantly, it mission is to equip every financial consultant to Challenge every cases with Empathy!


Create your own mind maps at MindMeister

How an iFA be trained.

Mission.Vision.Goal.

As a devoted Manager, I'm constantly sourcing for the person with the right attitude to join our profession. I'll trained to ensure their competency to serve with integrity. I'll do my utmost best to retain the finest Financial Consultants to serve the community. In addition, I'm also committed to serve my clientele as a financial planning practitioner providing sound and timely advice.

As devoted and committed to the profession, I'll strived to assist families in identifying their stewardship responsibility to enhance True Wealth Management by creating unique systems, strategies and structure for family and financial empowerment with ongoing accountability to enrich quality of life without giving up choice and control.

The True Wealth Concept is built upon on 4 important values, i.e. Clarity, Balance, Focus & Confidence. These empowered me to assume the role of a "Certified behaviour Financial Coach" ( CbFC ) to coach every well-being to Understand assets, to Optimise assets, and to Seek True Wealth to uphold é human capital, é intellectual property, é financial assets, and é family values.

With this amazing tool, PREZI would illustrate my mission, my vision and my goal in this financial advisory profession.

7capitalist on Prezi

If you share my view & we have something in common & you are inspired to excel in your life with a strong aspiration to serve the community passionately, I welcome you to walk this journey with us, join us as 7CAPITAList, Together wE can Achieve More as a TEAM.

As the saying "Per Aspera Ad Astra . Are you willing & able?

iFA with 7capitalist...

Be an IFA with Financial Alliance on Prezi

My Beliefs. My Principles. My System.

In addition to my strong belief, my guiding principles, my robust system, I could like to explain my planning process which I call it "H.E.A.R.D."

More often than not, people want to be heard and once they have been heard, they will want to hear from you more. Thus we could delight our clientele and "heard" what they have to say and not to "hurt" them for not achieving their goals during the process.

In a nutshell, "HEARD" is a financial planning process to provide a path to construct client-adviser relationship, a mutual agreement to work hand-in-hand for the long haul. Since financial planning is not just about getting a product to have a quick fix, it is a long, tedious and can be quite trying at times, to build trust based on long term mutual commitment on both parties.

Let's this prezi presentation to illustrate my point further.

Chew Hock Beng on Prezi

Searching for a financial coach?

Chew Hock Beng on Prezi

The Credential.

CHEW Hock Beng 周福明

B.Eng, CLU, ChFC, CFP^CM, RFC^®, CBC, ACBC, LUTCf, FSS, Dip.SCI(Life), Dip.SCI(General), ANZIFF(Assoc) CIP, FIFP(S'pore), MDRT 2005, 2006, 2007

Optmize Assets for clientele. the 7CAPITAL Concept. Adopt DOME in financial planning management. The w.e.f. impact on Finanical Enlightenment. CBFC value-approach. SABO implementation. TVM. iFAce programming.

Chew Hock Beng (周福明) is a financial practitioner with 14 years of experience in the financial services and insurance industry. He has entered the financial services industry while obtaining his Bachelor of Engineering at Nanyang Technological University of Singapore and has since received numerous accolades and achievements in the industry.

While building up his practice, he also keep up with his profession. To date, he is a Chartered Financial Consultant^®, Chartered Life Underwriter^® and Certified Financial Planner^®. He is also a fellow with Life Underwriter Training Council and Financial Services Specialist. 

Besides his numerous financial qualifications, he is also a Certified Behavioral Consultant and has attained the certification of Advanced Certified Behavioral Coach. With managing behaviour finance in mind, he has adopt an effective coaching system to manage his client’s expectation towards their money management.

As an avid believer in the area of financial literacy, he serves in the Committee of Education and Training of Insurance Financial Practitioner Association of Singapore. 

He has contributed articles at iFast Insight and company wealth journal. He has spoken in various corporations and societies; and spoke on radio Breakfast Club 93.8 Live on Supplemental Retirement Scheme (SRS) & fee-based financial planning model. He is also a trainer in his current company to conduct Financial Consultant Program for new consultants. Recently, he has taught Chartered Financial Consultant (ChFC/s) modules, risk management & practical applications with financial calculator. 

Being passionate with numbers, he has designed, formulated and conceptualized the "7CAPITAL" financial planning spread sheet applications. 

Currently, he is an Associate Director with a leading private and independent financial advisory firm in Singapore.  And his roles include coaching his team of financial consultants as well as conducting talks and training.

He believes in adopting the balanced approach, holding the financial touch together with his client, to move away from the path of financial darkness to achieve the financial enlightenment. He inspired to keep things simple and ensure to deliver sound and effective advice from someone who cares.

My profile

At your "financial" service....

8 Reasons to be in the Financial Services Industry

1. Complexity - Finances are much more complex than before and the options are endless, which means that my clients need someone they trust to give them educated advice.
2. Longevity - Our average age is increasing, there is life after 65. We need to have a financial plan to handle it.
3. Entrepreneurship - Being your own boss and having more control of your own destiny are part of Singaporean dream. This industry is perfect environment for the entrepreneurial spirit.
4. Financial Freedom - Building a nest egg is a way of buying the freedom and security people are looking for. Financial Advisers get to do that for themselves and their clients.
5. Value - More and more financial institutions are aware that market place are changing, clients are getting more aware, prices are getting competitive, which means that clients are the greatest beneficiaries because they can receive better advice and more value than ever before.
6. Road Map for success - The successful road maps of past advisers are well documented and readily available. This is good news for new hires. They don't have to learn from the school of hard knocks.
7. Volatility - The volatility of the stock market has hit us like a ton of bricks, as has the need for good financial advice and trustworthy advisers.
8. Long Term Thinking - Patience and Perseverance have come back in style, and people are realising that the truth will not only set you free, it'll keep you free. Reputations are golden in this industry as in the need for a long term financial plan.