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- Tasks: Provide financial advice to clients for wealth protection and growth.
- Company: Dynamic financial services firm focused on client success.
- Benefits: Joining bonus, flexible hours, and potential for a five-figure income.
- Other info: Enjoy free trips and continuous professional development opportunities.
- Why this job: Transform lives while building your own financial services company.
- Qualifications: Diploma or degree; sales or relationship management experience preferred.
The predicted salary is between 60000 - 80000 £ per year.
Providing financial advice and service to individual and corporate clients for wealth protection, growth and transfer: life insurance, investments, employee benefits, general insurance, risk management, mortgage and tax optimization, retirement planning, estate planning, wills and trusts, and legacy planning.
Requirements:
- Diploma or Degree holder.
- Experience 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 client relationships with a positive and engaging personality.
Benefits:
- Joining bonus and monthly business allowance.
- Proven system that allows you to achieve a five‑figure monthly income in your first year and clear progression path from consultant to manager to director.
- Unrestricted, recurring, and multiple streams of income through attractive commissions, bonuses, and renewal schemes.
- Flexible working hours, choose which clients to serve, and what kind of specialist to be.
- Qualify for multiple free trips to popular world‑wide destinations every year.
- Continuous professional growth through comprehensive training and development programs.
- Dedicated marketing support to generate warm sales leads and grow your business.
- Transform into a leader and entrepreneur by building your own financial services company.
- Engage in meaningful work and a rewarding lifestyle that truly benefits and adds value to the lives of people and communities.
Financial Adviser / Personal Wealth Manager employer: Consortium for Clinical Research and Innovation Singapore
Contact Detail:
Consortium for Clinical Research and Innovation Singapore Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser / Personal Wealth Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. Building relationships can lead to referrals and job opportunities.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your successes in financial advising or sales. When you meet potential employers or clients, having tangible examples of your work can really set you apart.
✨Tip Number 3
Practice your pitch! Whether it’s for an interview or a casual chat, being able to clearly articulate your value as a Financial Adviser is key. Keep it engaging and relatable – remember, you’re selling yourself!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources and support to help you land that dream job. Plus, it shows you’re serious about joining our team and making a difference in people’s lives.
We think you need these skills to ace Financial Adviser / Personal Wealth Manager
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial advising shine through. We want to see that you’re genuinely excited about helping clients with their wealth management and that you understand the importance of building strong relationships.
Tailor Your Experience: Make sure to highlight any relevant experience in sales, marketing, or relationship management. We love seeing how your past roles have prepared you for this position, so don’t be shy about showcasing your achievements and skills!
Be Personable: Your communication skills are key in this role, so let your personality come through in your writing. We’re looking for someone who can engage clients positively, so a friendly tone can go a long way in your application.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Consortium for Clinical Research and Innovation Singapore
✨Know Your Financial Stuff
Make sure you brush up on the key financial concepts relevant to the role. Understand life insurance, investments, and tax optimisation inside out. This will not only help you answer questions confidently but also show your passion for the industry.
✨Showcase Your People Skills
As a Financial Adviser, building relationships is crucial. Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you can engage clients positively.
✨Demonstrate Your Ambition
This role is all about being results-driven. Be ready to discuss your previous achievements and how you plan to achieve success in this position. Show them that you're hardworking and eager to grow within the company.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client management and their training programmes. This shows your interest in the role and helps you gauge if the company aligns with your career goals.