Financial Consultant (Asia Academy)

  • Job category
    Banking and Finance, Insurance, Professional Services, Sales / Retail
  • Job level
  • Contract type
    Permanent, Full Time
  • Location
  • Salary
    S$2500 - S$3500

Job Description

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 minimal 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 on going 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.
  • In-depth understanding of the expat wealth management market in Singapore

Other duties:

  • Adhere 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.

Skills, behaviours and experience:

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

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.

Closing on 07 Jul 2021

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