Deskripsi Pekerjaan
Join Polaris Acorn Advisory as a Financial Advisor and unlock your entrepreneurial potential in the thriving financial services sector. We empower you to build your own client-centric business with unlimited earning potential and comprehensive support. Our program provides full training, flexible work arrangements, and a proven framework to help you excel in financial advisory. Leverage our established brand and resources while maintaining autonomy over your client relationships and business development. This is your opportunity to make a meaningful impact on clients' financial futures while achieving personal and professional growth in Singapore's dynamic market.
Tanggung Jawab
- Develop personalized financial strategies for individual and corporate clients
- Build and maintain strong client relationships through trust-based advisory services
- Conduct comprehensive financial needs analysis and risk assessments
- Stay current with market trends, regulatory changes, and investment products
- Achieve sales targets while adhering to ethical and compliance standards
- Collaborate with internal teams to deliver integrated financial solutions
- Prepare and present detailed financial plans and investment recommendations
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Relevant certifications (e.g., CFP, CFA, or Series 7/65/66) preferred
- Minimum 2 years experience in financial services, sales, or client advisory
- Strong analytical skills and proficiency in financial planning software
- Excellent communication and interpersonal abilities
- Entrepreneurial mindset with self-motivation and discipline
- Valid Singaporean financial services licenses (e.g., Capital Markets Services License)