Acellance Group – Financial Adviser

Financial Adviser (High Net Worth Market)

Job Highlights

• Fulfilling & meaningful Career with extremely attractive remuneration model.
• Fun & Supportive team and mentors to fast-track your financial journey.
• Achieve global recognition MDRT on your first year.
• Joint fieldwork with mentorship programme.
• Unlimited High Networth Leads opportunities.
• Fully sponsored incentive trips.
• Potentially earns $100k on the first year of your career with us.

Responsibilities

• Contacting high net worth Prospects & Clients to set up meetings within the office environment or at their office/home premises
• Foster a long-term and strong relationship with your prospects and clients.

• Providing financial advice and service to clients for wealth enhancement such as ETF, Bonds, Unit Trusts, Retirement Saving and Wealth Protection.
• Assist Business Owners and High Net Worth clients with risk management, mortgage optimisation, tax planning, retirement, wills and trusts, estate, and legacy planning with High Net Worth/Sophisticated financial instruments.
• Keep abreast of market trends and provide clients with the updated economic situation.
• Collaborate with the team to devise strategies based on current economic data and situation for your clients.
• Provide financial solutions to meet your client’s needs.
• Provide your clients with financial reports on an annual basis.
• Manage and grow your existing high net worth clients provided to you.

Shortlisted Candidates will be offered

• Sponsorship of CMFAS certifications for M5, M9, M9a & HI*
• Time-tested, Proven Success System to achieve your global recognition
• 1 month of in-depth trainings by various highly professional coaches who are in the industry for over a decade
• Extensive trainings provided by your mentor
• 1 year mentorship program by various MDRT, COT and TOT in the industry
• Joint fieldwork with your mentors
• Fast track on your career progression

Shortlisted Candidates will enjoy

• Monthly Allowances of Up to $5000 to kick-start your financial journey.
• Uncapped Commission with a high potential of earning $100k on your first year.
• Quarterly Bonus on top of your commission on a quarterly basis.
• Monthly Bonus from 2nd years onwards on top of your commission on a monthly basis.
• Fully sponsored incentive trips of Up to 3 times annually, with one in SEA, one in Asia and one in the West.
• Lifetime of passive income and passive income bonus from 2nd years onwards on a upward staggered basis.
• Unlimited Lead generation system with high net worth prospects provided to you.*
• Various other incentives and recognitions on ad-hoc basis by the organisation and branch.

Requirements

• CMFAS certifications M5, M9, M9A, HI, M8, M8a preferred, but not necessary
• Full diploma (900 hours of coursework), GCE 'A' Level certificate or a degree holder.
• Experienced in Sales, Marketing, Business Development, Relationship Management, or Account Management would be an advantage.
• Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable.
• Strong communication and interpersonal skills, ability to build rapport and build client relationships with a positive and engaging personality.
• At least 21 years of age and satisfy the requirements of an appointed representative (Section 23, FAA).
• Fresh Graduates are welcome to apply.

We regret that only shortlisted candidate will be contacted.

*T&C applies.