Independent Financial Advisor (#SGUnited Mid-Career Trainee/Full-Time) Singaporeans Only - Avallis Financial | New Day Jobs (Yangon, Myanmar)

• Strategically Target Market Segments and provide Holistic Financial Advice to your Clients on the most suitable Retail Insurance and Investment products available in the market (considering short/long-term factors such as their Goals, Demographics, Income, Commitments, etc.)
• Equip yourself with an Effective and Ethical Business Approach and Skills through Mentorship from our team of Managers
• Overcome and Prosper due to Evergreen Consumer Demand, despite challenges posed by COVID-19

What We Offer

• As an Independent Financial Advisor - Access to a large majority of Insurance/Financial Products, unrestricted by Provider, to cater to your clients’ bespoke needs
• Client Ownership through a Vesting Agreement
• Competitive Advantage against Private Banks for High Net Worth (HNW) clients through our Avallis' unique in-house Family Office, Trust, Business Succession Planning and External Asset Management (EAM) services
• Mentorship Support for individuals who are Driven and Aspire to a Fruitful Career
• Comprehensive Skills & Technical Training to master Personal Financial Planning and engage other individuals to achieve their Goals
• For #SGUnited Mid-Career Pathways Trainees: Fixed Allowance scheme for up to 6-9 months before transition to Full Commission (subject to review on case-by-case basis)

Responsibilities

• Research the multitude of Financial Products available and identify their Unique Selling Points (USPs)
• Apply Product Knowledge to construct a comprehensive Financial Plan
• Ensure excellent Client Relationship Management and plan for their long-term Financial Success
• Understand Wealth Planning and advise on Investment Portfolio Management
• Conduct Prospecting, Marketing and Sales activities (with Action-Feedback Loop Training)
• Receive Mentorship from Manager to develop hands-on experience in Client Management
• Participate in Financial Planning Seminars/Talks/Webinars/etc, to share knowledge develop new leads
• Opportunity to develop Management Acumen to eventually Run and Manage your own Team of Financial Consultants

Requirements

• SINGAPOREANS ONLY
• Minimum Diploma of any discipline
• Strong desire to develop a career in Financial Planning / Wealth Management
• Having prior or existing relevant experience is not required. Comprehensive Training Programme is provided
• Strong Entrepreneurial mindset

Join Us

You may do so via the Apply link,

OR

Send your updated Resume to Mr Wein Ng, Talent Acquisition Executive, via email to [email protected]

OR

Contact us via Call/Whatsapp at 8891 8058 for a confidential discussion.

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We regret that only shortlisted candidates will be notified. All applications will be treated with confidentiality and discretion.