Financial Advisory encompasses a wide range of services, and it has always come in bits and pieces for the consumers, due to the different expertise of the various stakeholders.
TAP aims to bring them together on a single platform, so that clients can see and plan their wealth more holistically.
The 2 keys to good advice lie in
- The understanding of the clients’ needs and their life cycle, and
- The expertise of various stakeholders coming together to provide a holistic solution.
How does TAP aim to achieve that?
We believe that God gives all of us different talents. And through our natural talents, and hard work, we will see the GOOD seeds of labour. We pick and look for people who have the interests and passions in their field of work, over a period of time, and convince them to come together to use their experience to help our clients. We must love what we do, in order to do what we do best.
Our platform partner, Phillip Capital, carrying over 40,000 products, with over 40 years of experience, and with a presence in more than 15 countries, makes them the obvious choice for our clients. Gone are the days where the quality advice lies solely on how good or how knowledgeable your financial adviser is. The world is your oyster, so please find the correct tools to look for the best oysters.
We believe that solutions can be free too. We will be sharing commonly used strategies, based on how we solve our clients’ needs, on this page. Not all the strategies used are executed by us, but we will continue to post the ideas used by the banks, insurance companies, mortgage brokers, etc. Feel free to read them, and execute them on your own. You can open an account with us, and enjoy competitive rates (yes, buying unit trusts can be free!). If you need further bespoke advice and solutions, or unsure if the strategy is right for you, you can consult us further.
To summarise, TAP redefines the definition of Quality Advice. Please share this page with people you love.
We are looking for Wealth Manager to specialised in
Trading Representative
Financial Advisory Consultant
Dual-licensed Representative
Opportunities know no boundaries. Be an entrepreneur and kick-start your journey with Us at The Advisory Practice. Join us to explore the various business models.
By tapping on our comprehensive suite of products and services, our professionals have made a difference to clients’ lives. This enables you to provide your clients with Transactional, Advisory, and Discretionary investment solutions, which enhance client loyalty and stickiness.
Only at The Advisory Practice, you have the option to take on multiple licenses as you progress on your journey as an entrepreneur, unlocking new suites of products and services that you may provide to your clients.
This holistic approach to investment planning for your clients, not only value adds to your service, but also rewards you through multiple income streams, enabling you to scale your business to greater heights.
Job Requirements
* Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
* At least 21 years old (MAS requirement)
Benefits
* Performance-based incentives such as allowance, commission and overseas trips*
* Industry and company recognition, e.g. Million Dollar Round Table
* Continuous professional development through a comprehensive training and development program
*Opportunity to develop your leadership and management skills by building your very own agency and leading a team
Related Job Searches:
- Company:
Philip Capital - Designation:
Wealth Manager - Profession:
Insurance - Industry:
Finance - Location:
Downtown Core