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Financial Consultant - Premier Client Group
Dear Job Seeker -
There’s been so much to question over the past couple of years with COVID upending lives. The disruption has been profound and the impact on people’s careers has seen many wanting to look for a change or perhaps more importantly, something truly meaningful.
Moments of significant change don’t happen often and the right timing to grab them are rare. But I had an opportunity for change in my career and I’d like to share my story as I’ve found happiness in helping individuals secure their future.
If I take you back to 1993, I was an Engineer, quickly moving up the ranks of an MNC. The job stability was good, but I found myself needing something more to make of myself. I chanced on the opportunity for an interview in the financial advisory industry.
I recall the interviewer asking what my aspiration was. I responded that I wanted to run my own business. What I heard next has guided my career since - “To run a successful business, first you must be good in what you are doing and always think in the best interest of your clients”.
These words of wisdom have since become part of the guiding principles of Advisors’ Clique (“AC”), which all my colleagues in AC live by.
Over the years, I’ve learnt that while getting started in financial advisory industry is straight forward, the most successful in the industry have been those who are consistent in investing in people and bringing their best version of themselves to the job.
This has helped me stay actively interested in my clients, ensuring they are well protected and that their wealth has grown. In turn, I have also grown with them and we’ve built many long-lasting relationships.
Now, my focus is on grooming more individuals and potential leaders of the business, all the while keeping in mind the advice which has served me so well in my career.
If you’re considering a career change and the financial advisory industry is of your interest, please get in touch. We’re looking for people who have a desire for self-breakthroughs and a desire for a lasting and meaningful career.
“Whatever you do, do it well. Do it so well that when people see you do it, they will want to come back and see you do it again; and they will want to bring others and show them how well you do what you do.” - Walt Disney (1901 -1966)
I look forward to hearing from you.
Yours Sincerely,
Daniel Chang
Director, Financial Services
Representing Great Eastern Financial Advisers Private Limited
Job Description
Advisors’ Clique is looking for people who are ready to give their best for themselves and their clients. You will provide financial advisory services and regular reviews as a Financial Consultant in the field of:
• Investment Planning
• Portfolio Planning
• Insurance Planning
• Estate & Legacy Planning
Job Benefits:
You will enjoy the flexibility of:
• Working Hours (Flexible working hours)
• Remote working arrangement (WFH arrangement is available)
Other benefits include:
• An income structure of allowance scheme or commission-based remunerations + bonus based on performance*
• Potential career advancement, based on your performance.
• Multi-layered training targeted to build the product knowledge, interpersonal skill-set, and personal development through:
• Corporate Training – To develop your product knowledge
• Agency Training – leverage on Advisors’ Clique’s well established training structure led by experienced leaders within the industry, both in-house and external trainers.
• Dedicated Mentors – dedicated to groom each financial consultant to become potential leaders
*Terms and Conditions apply
Job Requirement:
• A driven entrepreneurial spirit
• 21 years old and above (Regulatory Requirement)
• Minimally an A’ Level / Diploma / Degree in any field
• Singaporeans only
If you meet the following requirements, please send us your resume in PDF format
Company Overview
About our principal – Great Eastern Financial Advisers Private Limited
Great Eastern Financial Advisers Private Limited (GEFA) is a wholly-owned subsidiary of Great Eastern Holdings Limited, a member of the OCBC Group and is licensed under the Financial Advisers Act to provide financial advisory services.
Premier Client Group (PCG) is a strategic initiative to engage the affluent client through a holistic proposition to enhance customers’ experiences.
About Advisors’ Clique
Advisors' Clique is a group of financial consultants representing Great Eastern Financial Advisers Private Limited.
Recommended Skills
- Customer Service
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- Financial Planning
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