MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions.
As we continue to launch new business innovations and expand our business lines within the region, we are seeking for a Financial Advisory Specialist to join our Singapore team.
Mission
As a Financial Advisory Specialist of MoneySmart Financial, you will be responsible for helping new and existing customers of the company to make smarter financial decisions in the aspects of financial planning and insurance.
You will be working closely with our Head of Financial Advisory to grow the business, drive sales excellence and foster a positive client-centric culture. In addition, you will be part of the pioneering team of the new business vertical. This role offers an excellent opportunity to achieve great success on a personal and team level, contributing to the growth of the Group's overall business in Singapore.
Responsibilities
Provide holistic financial advisory services to new and existing customers of MoneySmart Financial
Conduct financial planning and financial needs analysis for customers
Provide recommendation and implementation of insurance solutions
Foster and maintain strong customer relationships to deliver excellent customer service
Handle all leads and enquiries assigned and expand customer base through referrals
Deliver sales-related objectives and key results
Ensure appropriate advisory practice and proper documentation
Adhere to both internal policies and procedures as well as external regulatory requirements
Requirements
Degree or higher educational qualification
At least 2 years of sales experience in the financial services industry, preferably in FA firms and/or insurance companies
Good knowledge of financial planning and the insurance industry
Sound understanding of insurance products and collective investment schemes
Able to carry out duties independently with minimal supervision
Able to learn and adapt quickly, working under pressure and time constraints
Self-motivated with a resilient mindset to achieve objectives and key results
CMFAS Modules 5, 9, 9A and HI qualifications; M8, M8A, BCP, PGI and ComGI will be an added advantage
Moneysmart culture values and tenets
The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are Hungry, Humble and Smart. We also expect all our people to uphold the following company values:
Play to win as a team
Solve for the customer
Embrace a personal growth mindset
Own it openly
Challenge the status quo and deliver outcomes
MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information (e.g., photos, age) in your job application to assist us in ensuring that the interview process is devoid of bias.
