Be Our Financial Consultant

Money Doesn’t Come Without Guidence ...

Home > Be Our Financial Consultant
UNIQUE Value Proposition
Dragscroll
Career Opportunity
finance jobs in singapore - Financial Alliance

As a Financial Consultant, you will profile clients and provide them with advice and solutions to meet their financial needs. You will achieve this through the implementation of suitable solutions after analysing every client’s unique financial situation.

Key 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 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.

Requirements

  • Self-motivated, with a strong will to excel in a competitive environment.
  • Bachelor’s degree or equivalent 3 years of marketing / sales experience. Accreditation in CMFAS Module 5, 8, 8A, 9 and 9A 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.

A Financial Advisory Director/Associate Director is responsible for providing financial advice and support to clients and a team of Financial Consultants to enable them to make sound advice and solutions/recommendations to meet clients’ financial needs.

Key Responsibilities

  • Participate in strategic planning, and formulate long-term business plans.
  • Recruit new consultants.
  • Lead and work on business development projects.
  • Monitor performance efficiency and liaising with team members.

Requirements

  • The ability to build and lead cohesive working teams.
  • Bachelor’s degree or equivalent 3 years of marketing/sales experience. Accreditation in CMFAS Module 5, 8, 8A, 9 and 9A is highly preferred.
  • High commitment to team members’ business development and good time management skills with the ability to prioritise.
KICK OFF YOUR CAREER WITH OUR FINANCIAL ADVISORY START UP SCHEME!

Financial Assistance Program of up to 12 months to start-up the business!

Rewarding career path

Exciting remuneration model

Proven Training & Development Program that builds competence and business capabilities

A robust infrastructure that seamlessly supports business acquisition and business processing

A true IFA Business Practice
and culture that differentiates

START-UP SCHEME FORM
Testimonials

Why do I want to be with an IFA firm?

“Having found the answer to what I was looking for, I quit my 6 figure income IT project manager job to become a full time financial consultant in an IFA firm.”

Dhananjaya Reddy Eswaravaka – Senior Financial Advisory Manager

Why do I want to be with an IFA firm?

“With the wider spectrum of services available through an IFA, I can be the one-stop solution provider of financial planning and wealth management services for my clients…”

Anthony Liew – Financial Advisory Manager

Why do I want to be with an IFA firm?

“… Becoming a financial consultant became THE ideal job because I saw that the position would allow me to affect the financial choices of others and in turn, lead them to live better lives.”

Yvonne Lim – Financial Advisory Manager

Why do I want to be with an IFA firm?

“In the bank, speedy closing of transaction is more valued than building stronger ties with clients. However, the latter is … more relevant to me.”

Fann Sim – Senior Financial Advisory Manager

Why do I want to be with an IFA firm?

“At an IFA, I represent my clients. Every client’s case is different and unique. I can help them uncover and identify their individual needs.”

Kok Geok Lan – Senior Financial Advisory Manager

Why do I choose Financial Alliance?

“Financial Alliance is rigorous in their product selection process – be it unit trusts or insurance”

Dhananjaya Reddy Eswaravaka – Senior Financial Advisory Manager

Why do I choose Financial Alliance?

“The more I found out about Financial Alliance, the more their emphasis on multiple products and advisory infrastructure made sense to me and my aspirations.”

Anthony Liew – Financial Advisory Manager

Why do I choose Financial Alliance?

“… Obviously, as someone who was completely inexperienced then, I had to join to continue learning more!”

Yvonne Lim – Financial Advisory Manager

Why do I choose Financial Alliance?

“…. Financial Alliance has reliable and efficient systems to assist me in achieving higher standards as a FA Representative and boosting my productivity level…”

Fann Sim – Senior Financial Advisory Manager

Why do I choose Financial Alliance?

“I was very impressed by the way the Management runs the Company by creating the innovative IT systems to ease our administrative workload.”

Kok Geok Lan – Senior Financial Advisory Manager