Financial Consultant - Singapore - ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED

ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

A little about you

You have been looking for that new challenge and want to build your OWN business, not somebody else's
You excel at talking to people and building relationships
You are entrepreneurially minded and have a strong interest in helping and assisting people
You want to build this business with structure and support from a global company

A little about the opportunity:

The St.

James's Place Asia Academy offers individuals, who have the desire to become a Financial Adviser and build their own Advisory Practice with an opportunity to develop their career even if they have mínimal Financial Services experience.

The Asia Academy is a 9-month structured development programme, which covers the skills, knowledge and behaviours required to be a successful Financial Adviser.

The learning approach is a combination of on-the-job and off-the-job learning, and each Consultant will work with an experienced Mentor Partner.

Ultimately when the individual graduates from the Asia Academy having met all the programme objectives they will become a Financial Adviser working with their Mentor Partner.

The approach of a Financial Adviser within St James's Place is 'goal based financial planning' - truly understanding the client's goals and dreams and helping them create a financial plan to achieve them.

It can be a very rewarding and fulfilling role and consists of the following:

Build client relationships based upon developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions.
Prepare and submit recommendation documents to implement a plan selected by the client.
Advise clients on appropriate investment products, financial and wealth management services/products.
Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James's Place.
Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
Arrange suitable insurance for the client, recommending the amount and type of coverage based on a needs analysis
Keep abreast of the financial markets, constantly monitoring the specific investments in the client's portfolios, and keep up to date with new investment strategies and investment vehicles.
Develop and cultivate a client base through ongoing servicing.
Attend Financial Advisers meetings and continuing education sessions to retain and develop knowledge about products, services, policies, and acquire the required relevant CPD certification.
Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
Comply with all industry rules and regulations.
Work alongside local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
Indepth understanding of the expat wealth management market in Singapore
Also adhering to Company policies and procedures

Qualifications required:

M5, M8, M8A, M9, M9A, HI ideally gained before joining the Academy, but if not passed within the first 3 months.

Your skills, behaviours and experience:

Fluent in English
Relevant sales and business development experience
Demonstrate a proven successful track record of their existing career
A desire and a genuine interest to help people with their finances
Disciplined & selfdriven individual who has passion to excel
Resilient can keep going, even when things get tough
Has integrity with a focus on 'doing the right thing' for people
Good communication and interpersonal skills

It would be an advantage to have:

Experience of working within Financial Services
Experience of working in an industry with transferrable skills such as Recruitment or Real Estate
Experience of being a Financial Adviser in a different jurisdiction which requires professional qualifications such as the UK or Australia.

A little about us
St.

James's Place is a FTSE 100 company and the largest wealth management companies in Asia and the UK with over £129 bn (circa $239bn SGD) of client funds under management (as at Dec We have over 25 years of experience and have offices in Hong Kong, Mainland China, and Singapore as well as throughout the UK.

We are now represented by over 4,300 qualified advisers across our Partnership and assist over 760,000 clients with their finances, globally.

Bespoke support to smooth your transition to St. James's Place.
Access to our distinctive awardwinning approach to investment management.
The St. James's Place Advice Guarantee
Access to significant support resources available to all Partners of St. James's Place
Access to research and commentary provided by an industryleading investment team
Specialist