全职 Financial Services Manager 工作, 薪水, IPP Financial Advisers 公司招聘中 - Ricebowl

Role Description:

This is a full-time hybrid role for an ambitious sales leader to build, coach and manage a high-performing advisory unit within IPP Financial Advisers. The Manager balances active personal advisory with leadership development, mentoring an emerging team of consultants across risk protection planning, insurance distribution and wealth structuring.

At IPP, your unit is backed by our dedicated in-house Investment Division. Our investment team handles macroeconomic research, asset allocation decisions and technical client enquiries, taking the administrative burden off your consultants. This structural support delivers complete ease of business for your advisers, allowing your unit to concentrate fully on holistic insurance advisory, new client acquisition and business development.

Key Responsibilities:

Recruit, onboard and develop aspiring and mid-career financial advisers into productive, competent practitioners.

Provide hands-on joint fieldwork, sales coaching and case structuring across comprehensive life, health and corporate insurance solutions.

Utilise IPP's dedicated investment desk to support your team's wealth management cases, allowing advisers to focus their bandwidth on client engagement and sales activity.

Drive unit production targets, activity benchmarks, persistency standards and overall client retention.

Ensure all unit practices strictly adhere to MAS regulations, FAA frameworks and internal compliance standards.

Maintain an active personal advisory practice catering to affluent personal and corporate clients.

Qualifications:

Singapore Citizens or Permanent Residents only.

Minimum 2 to 3 years of proven sales production and advisory experience within financial advisory, bancassurance or tied agency environments.

Requirements: Valid CMFAS papers M5, M9, M9A, HI, M8 and M8A.

Possession of CMFAS papers M6 and M6A is advantageous to have.

Attainment of CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) is strongly preferred, whilst CFA charterholders or candidates are an asset for investment-focused units.

Demonstrable track record in leadership, talent mentoring and team building.

• Clean regulatory track record with MAS and an exemplary standard of professional conduct.