At a Glance
- Tasks: Help clients with financial planning and protection solutions while building strong relationships.
- Company: Dynamic financial advisory firm focused on client success.
- Benefits: Performance-based pay, training, mentorship, and career growth opportunities.
- Other info: Join a supportive team with a focus on professional development.
- Why this job: Make a real difference in people's lives through financial guidance and support.
- Qualifications: Strong communication skills and a willingness to learn; sales experience is a bonus.
The predicted salary is between 30000 - 40000 € per year.
We are looking for motivated individuals to join our financial advisory team in Singapore. In this client-facing role, you will work with individuals and families to understand their protection, savings, and financial planning needs, and recommend suitable financial solutions within a regulated advisory environment.
Key responsibilities
- Build and maintain client relationships
- Conduct financial needs analysis and review clients’ goals
- Recommend suitable protection and wealth planning solutions
- Support clients through policy servicing and reviews
- Attend training, mentoring, and professional development sessions
- Comply with all internal, regulatory, and advisory standards
Who we are looking for
- Strong communication and interpersonal skills
- Self-motivated and willing to learn
- Comfortable with client engagement and relationship building
- Prior sales or service experience is a plus, but not required
- Candidates must be eligible to meet applicable MAS fit-and-proper, academic, and examination requirements for financial adviser representatives
Compensation
- Performance-based structure / basic allowance plus commission and incentives
- Training and mentorship provided
- Career progression opportunities available
Important note
This is a financial advisory/financial consulting role. Shortlisted candidates will be given full details on licensing, training, compensation structure, and career expectations during the interview process.
Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad.
Financial Advisory Consultant - Wealth Protection Planning employer: MGIB PTE LTE
Join our dynamic financial advisory team in Singapore, where we prioritise employee growth and development through comprehensive training and mentorship programmes. Our supportive work culture fosters strong client relationships and encourages self-motivation, making it an ideal environment for those looking to build a rewarding career in wealth protection planning. With performance-based compensation and clear pathways for career progression, we are committed to helping you achieve your professional goals while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisory Consultant - Wealth Protection Planning
✨Tip Number 1
Network like a pro! Reach out to friends, family, and even acquaintances who might know someone in the financial advisory field. A personal connection can often get your foot in the door faster than any application.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial advisory roles and practice your responses. We want you to feel confident and ready to showcase your skills and personality when meeting potential employers.
✨Tip Number 3
Showcase your passion for financial planning! During interviews, share your enthusiasm for helping clients achieve their financial goals. This will help you stand out as a motivated candidate who genuinely cares about client success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Advisory Consultant - Wealth Protection Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Advisory Consultant role. Highlight any client-facing experience or relevant skills that show you can build relationships and understand financial needs.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advisory and how your background makes you a great fit for our team. Keep it personal and engaging!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your application showcases your strong communication skills. Whether it's through your writing style or examples of past experiences, let us see how you connect with others.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company!
How to prepare for a job interview at MGIB PTE LTE
✨Know Your Financial Stuff
Brush up on your knowledge of financial products and wealth protection planning. Understand the basics of insurance, investments, and savings plans so you can confidently discuss how they meet clients' needs.
✨Practice Your People Skills
Since this role is all about client engagement, practice your communication and interpersonal skills. Role-play with a friend or family member to simulate client interactions and get comfortable with building relationships.
✨Prepare Questions for Them
Show your interest in the company and the role by preparing thoughtful questions. Ask about their training programmes, career progression opportunities, and how they support their advisors in meeting regulatory standards.
✨Dress to Impress
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A smart outfit can boost your confidence and help you feel more prepared for the interview.
