IPP is Asia's largest independent offshore brokerage and was the first non-bank to receive MAS licensing. The MAS (Monetary Authority of Singapore) is one of the most respected and strictest financial regulators in the world.
• Established in 1983 we are one of Asia's longest established financial advisories.
• We manage over SGD 1 Billion and have over 50,000 clients.
• Completely independent which means we can tailor make a solution that fits your needs perfectly as we have access to 150 financial institutions and products providers.
• We have offices in Singapore, Hong Kong and a presence across the region. In Singapore alone we have 300+ Advisors.
The Business Development Associate role is for an individual who wants to learn, develop and aspire to become an International Financial Planner. The position is focused on developing strategies to build new client relationships while maintaining existing relationships, whilst learning the knowledge to progress on to become a fully qualified financial planner.
The ideal candidate requires great communication skills, a natural ability to use the phone along with a willingness to study for financial qualifications.
What will my main duties include?
- Acquisition of new clients through different forms of telesales, marketing and networking.
- Participation in regular training sessions which will include topics such as risk management, investments, insurance, QROPS, property planning, and understanding the clients’ short and long term financial goals.
- Effective database management to ensure clients’ needs are accurately documented.
- Progression to a Financial Planner role once sufficient experience and qualifications have been acquired.
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- Company:
IPPFA Pte Ltd - Designation:
Trainee Financial Consultant - Profession:
Accounting / Auditing / Taxation - Industry:
Finance