Established since 1998, Alvin Yeo Organisation (AYO) strongly believes that while an individual can make a difference, a team can make a miracle. They believe that it's not just about finding that perfect financial planner, it is about matching - having different levels of financial planners work together perfectly.
Alvin had always wanted to enter the financial industry. He knew that he had the basic requirements but with no experience, he was always afraid to apply. However, with the support of everyone around him, Alvin finally decided to apply for a job as a Financial Planner and has not looked back ever since!
Do you want to be like Alvin? If you're ambitious and driven, AYO wants to groom you to become a Financial Services Director!
Your Task
You will be helping clients achieve financial goals using the "six steps financial planning process" -- establishing and defining the client-planner relationship; gathering client data and determining goals and expectations; analyzing and evaluating the client's financial status; developing and presenting the financial planning recommendations and/or alternatives; implementing the financial planning recommendations; monitoring the financial planning recommendations. Besides that, you will be introducing financial products and services that target their needs. You will be responsible for forging and maintaining long-term relationships with clients also to ensure that they are happy and satisfied customers of AYO!
Rewards:
- For a limited period only, an additional $30,000 will be awarded to each new financial planner***
- Training with attractive allowance
- Earn both active and passive income in 5 different ways
- Enjoy Basic, Commission, Quarterly performance bonus
- Renewal and Recurring Commission
- Work-life balance - time flexibility (Be your own Boss!)
Additional incentives:
- International & regional conventions
- Monthly talks by renowned speakers
- Agency activities such as Quaterly Bonding Activities and Yearly Overseas Retreats
Requirements
Competencies:
- No experience required
- Entry level applicants/fresh grads are encouraged to apply
- Experienced bankers/agents are welcome
- Bright, energetic and motivated
- Client-focused
- Responsible and credible
- Great team player
Education:
- Min. GCE "A" Levels, or
- International Baccalaureate (IB) Diploma, or
- Diploma & above in any field (awarded by a polytechnic in Singapore)
Others:
- Min. 21 years of age (per MAS requirements)
- Must be Bilingual
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- Company:
Alvin Yeo Organisation (AYO) - Designation:
Financial Advisor - Profession:
Accounting / Auditing / Taxation - Industry:
Finance