居家办公 Wealth Adviser 工作, 薪水 up to SGD 15,000, STAR CAREER CONSULTING PTE. LTD. 公司招聘中 - Ricebowl

Job Title: Financial Adviser / Wealth Management Consultant

Location: Singapore (Central / Hybrid)

Work Arrangement: Hybrid (3 days WFH / 2 days Office & Client Engagement)

Role Overview

Join a forward-thinking advisory firm where we believe in "working hard and exploring further." We are looking for high-energy individuals to join us as Financial Advisers. This role is not just about sales; it’s about providing holistic financial clarity to clients while building a legacy for yourself. With our Hybrid Work Model , you gain the autonomy to manage your schedule while being backed by world-class infrastructure and mentorship.

Key Responsibilities

• Holistic Planning: Conduct comprehensive needs-based analysis for clients, covering wealth protection, wealth accumulation, and legacy planning.

• Portfolio Optimization: Utilize AI-assisted tools to review and rebalance client investment portfolios.

• Client Relationship Management: Build and maintain long-term relationships through regular financial reviews and life-stage planning.

Compensation & "Work-Play" Incentives

• Attractive Remuneration: Competitive monthly allowance ($3,000 – $12,000) + Uncapped Commissions + Quarterly Performance Bonuses + Annual Performance Bonuses.

• International Conventions: Qualify for Multiple fully paid incentive trips, you can also qualify for multiple tickets + Bonus spending credits for the same trip.

• Premier Club Awards: Recognition through industry-wide accolades (MDRT, COT, TOT) with full company sponsorship for registration and events.

• Full Digital Toolkit: Provided iPad, premium CRM access, and marketing support to enable remote productivity.

Continuous Learning & Training

• Structured Onboarding: A 24-month trainee program for new joiners, covering technical knowledge and soft skills.

• CPD Support: We fully fund and organize your Continuing Professional Development (CPD) hours (minimum 30 hours annually) to keep your license active.

• Specialization Tracks: Access to advanced certifications in Estate Planning, Retirement Specialty, or High-Net-Worth (HNW) Advisory.

• 1-on-1 Mentorship: Personal coaching to help you fast-track your path to Management.
  

We respect your privacy and all communication will be treated with confidentiality.

Please contact us or apply in-confidence to us with you updated MS Word Resume to : *************

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)