Job Description

What You’ll Do

• Client Relationships: Build and manage relationship with clients, ensuring high standard of service and client satisfaction. 
• Financial Planning: Understand clients' financial goals, risk profiles, and investment preferences to deliver personalised wealth solutions.
• Investment Advisory: Provide sound financial advice to support clients in effective wealth management and portfolio expansion.
• Business Development: Grow your base through networking and professional connections. 
• Client Servicing: Provide ongoing support to keep clients on track with their goals. 
• Professional Development: Participate in structured training and development programmes to build advisory, product, and sales capabilities.
• Leadership Development: Develop your skills and mentor future associates as you grow. 

Why You’ll Love This Role

• The Best of Both Worlds: Hybrid working with 4 days physical reporting in our office. Enjoy the team vibe + Working from anywhere!
• Real Impact: Make a genuine difference in clients' lives by helping them achieve true financial peace of mind. 
• Mission-Driven: Work in a collaborative environment with other passionate associates who actually care. 
• Freedom to Grow: Have the freedom to innovate, share your expertise, and bring new ideas to the table! 
• Kickstart Your Success: Get a head start with our exclusive 4D3N Orientation Program within your first 2 months. We invest in you from Day 1! 
• Uncapped Growth: Committed associates can expect double-digit income growth % yearly. Your hard work translates directly into your bank account. 

Please note that, this is not a desk-job, it is a sales professional in the financial services industry. So you're required to involve in client acquisition and develop new market segment with the team. 

Job Requirements

Among the following requirements, you must have a business mindset. You should be looking more than a monthly pay check. You should have the ambition to build your own income, your own client portfolio and eventually your own business.

We're looking for individuals who see this not simply as a job, but as an opportunity to build a business, develop a personal brand and create long-term income.

• Entrepreneurial mindset: takes ownership, is proactive, resourceful and wiling to build something from the ground up.
• Business development mindset: comfortable building relationships, identifying opportunities and developing your own client base.
• Self-driven and disciplined -able to work independently, set goals and take consistent action without being constantly supervised.
• Strong communication and relationship-building skills - able to connect with people, understand their needs and explain financial concepts in a simple, relatable way.
• Resilience and growth mindset - willing to learn, adapt, handle rejection and keep moving forward.
• Leadership potential - interested in developing people, building a team and eventually creating a scalable business.
• High integrity and professionalism - committed to ethical practice, confidentiality and putting clients' interest first.
• Financial or sales experience is an advantage, not a requirement -experience in banking, sales, business development, insurance, wealth management or related fields is welcome.
• Relevant qualifications such as Finance, Economics, Business or related fields, and certifications such as CFP, RFP or PCIL are an advantage. Candidate without PCIL, must be willing to fulfil this licensing requirement on own cost.

Skills