Job Vacancy Financial Consultants Alliance Pte Ltd Serene Phua
Financial Alliance Pte Ltd was incorporated in 1993 and secured the Investment Advisory license in 1999. We obtained a new financial advisory license with the introduction of the Financial Advisers Act (FAA) in October 2002.
We grew from strength to strength by having several world-class product providers as business partners, by surpassing our ambitious asset-under-management targets, and by increasing our talent pool several times over.
Today, we are licensed to provide financial planning and product advisory services to individuals and corporations. While we perform our services under the regulation of the Monetary Authority of Singapore, we seek to exceed their expectations, as well as our Clients’.
Financial Consultants
As a Financial Consultant jobs, you will profile, advise and provide solutions / recommendations to satisfy clients’ financial needs. You will achieve this through the implementation of suitable solutions after analyzing every client’s unique financial situation.
Job Responsibilities :
- To profile clients’ needs and provide them with purposeful financial consulting services.
- To acquire new clients through your own means or through our dynamic wide 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.
Financial Consultants Job Requirements:
- Self-Motivated, with strong will to excel in a competitive environment.
- Diploma-holders or University Graduates. Accreditation in CMFAS Module 5, 8, 9 will 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.
- Pleasant personality and good learning attitude.
We invite highly motivated and result-oriented individuals to join our team. If you think you are the one, send your resume to serenephua@fa.com.sg
Financial Consultants Job vacancies Singapore, Job Function Banking / Finance Fund Management provided by Financial Alliance Pte Ltd- Serene Phua.
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