To develop trust, effectively identify your clients’ financial aspirations, map out their financial needs and provide them with the right recommendations to fulfill their financial goals. Thereafter, to monitor and review their financial road map towards their goals every 6 to 12 months.
Kick-start your career as a Management Trainee with a sought-after organization that represents multiple insurers and investment administrators platform.
· Allowance of up to $6000* per month plus commission and incentives
· Annual Conferences and incentives trips.
· Quarterly Performance Bonus
· Regular welfare, bonding activities and recognition program
· Special performance package for experienced Financial Planners/Managers/Bankers*
· Comprehensive in-house training and personalised mentorship with experienced qualified managers
· Excellent career pathway to achieve your career aspirations.
· Unlimited Income Potential
· Continuous support from various platform specialists.
· Opportunity to build and lead your very own team of professionals.
· Exclusive Access to FinStyle App as a tool for client's engagement & services
· Provide financial advice and manage customer's financial well-being in accordance to their needs.
· Prospecting new customer and maintaining strong customer relationship
· Minimum age of 21 years old due to legislative requirements
· Singaporeans Only
· Applicant should possess a minimum Local Polytechnic Diploma due to legislative requirements
· 2 years of working experience. (Added advantage if you have working experience in relevant field.)
With 130+ years of accumulated experience, Mr Tony Cheng and his senior leaders led Vision Advisory Management Pte. Ltd to become a leading financial services platform servicing financial planners in the industry.