Company | Financial Alliance Pte Ltd |
Industry | Financial Services |
Location | Singapore |
Position Type | Graduate Program |
Post Date | 04 April 2013 |
Closing Date | n.a. |
Employer Description
Financial Alliance is a leading and award-winning Independent 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.
- We provide 3 months intensive training program that cover both comprehensive knowledge and skills needed in this field.
- We offer 1 to 1 coaching by Practice Manager with more than 10 years of practical experience.
- We arrange partnership with more experience consultant to form buddy system.
- We teaches proven referral system without the need of doing cold call e.g. telemarketing, roadshow or street survey.
- We conduct tutorial classes to prepare for compulsory certification required by the authority.
Responsibilities
- To profile clients' needs and provide them with purposeful financial consulting services.
- Actively marketing a wide range of wealth management products from more than 30 Insurance Providers and 3 Investment Platform Providers - such as Structured and Private Banking Investment, Personal and Commercial Insurance, Unit Trusts and Alternative Investments.
- Provide solutions for business owner to exit their company at a price they desired.
- Work with more than 10 Banks and Financial Insitutions on referral for Mortgage and Business Loan Services.
- Work with reputable Tax and Law Firms to provide Tax and Estate Planning for your client.
- Engaging in business development activities, including portfolio management, client presentations, proposal writing and meetings.
Qualifications
- Must be 25 years old and above, Singaporean or PR status.
- Minimum Diploma and above.
- Accreditation in CMFAS Module 5, 8, 9 is highly preferred.
- Insurance or Banking & Finance background would be an advantage.
- Ability to effectively interact and communicate with a broad range of people.
- Able to take initiative and work well in a team environment.
- Self-Motivated with strong will to excel in a competitive environment.
- Pleasant personality and good learning attitude.
Application link
Due to the extensive time and resources we are committing to new consultant, we are only selecting the best of the best and can only bring two most suitable candidates on board for each intake, which will normally last for 3 months.
If you believe you are the one, please submit your resume with recent photo and we will response to all shortlisted candidates as fast as we can. Do not be surprise if you are not hearing from us, mainly because our intake is full, but we will put you in our calling list for next intake if we find you suitable.
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