PROFESSIONAL INVESTMENT ADVISORY SERVICES PTE LTD
Formed in 2001, Professional Investment Advisory Services Pte Ltd (“PIAS”) is one of the largest, most respected and fastest growing network of advisers in Singapore with close to a strong 1100 advisers staff strength. We are licensed and regulated by the Monetary Authority of Singapore (MAS).
Recognised as the Top AUA Firm by iFast consecutively from 2014 to 2019, we are backed by strong governance and financial stability in the industry with over $800 millions of Assets Under Advice.
At the same time, being an affiliate of Aviva group of companies, PIAS is in a greater advantage to offer diversified suite of financial services and solutions with a personalised approach to suit varies financial needs, requirements & expectations for both personal and corporate fulfillment. Customers will benefit from our wide range of trusted insurance & investment partners across different portfolios and agencies, to make a sound decision and judgement, which has a distinct advantage over tied-agency alone.
Our Financial Adviser are well-equipped, trained and positioned to provide recommended insurance solutions & investment opportunities to our customers need, and concurrently will have a broader exposure to a wide range of services all at one 'place'; PIAS.
Financial Advisor (Entry Level)
PIAS #SGUnited Career Trial
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
We provide:
- Training and guided mentorship from experienced professionals with proven results to establish one's career.
- Learning opportunities in the field of finance, wealth management, insurance and investment.
- Candidates with leadership potential will be placed on a fast-track path and developed to take up management positions.
- Incentives: overseas trips, excursions, monetary awards, industry recognition awards.
- Flexible working hours for work-life balance.
- Supportive company culture and system e.g. Positive and respectful environment.
Responsibilities:
- Analyse and manage client's financial portfolios.
- Develop and recommend comprehensive financial plans to help the clients achieve their financial goals in different phases of life.
- Acquisition of new clients and maintaining relationships with existing clients by providing sound financial advice and excellent customer service.
- Ability to manage and execute business forecast and targets on a day-to-day
- Understand the company's products, worksite marketing and corporate solutions
- Application of the various skills and techniques learnt, building long-lasting relationships
- Provide financial advice based on clients’ financial and protection needs.
- Provide recommendation to clients on wealth accumulation and legacy planning.
Job Requirements:
- Interested in embarking in the financial sector full time.
- Bachelor's degree in Finance or related field.
- 21 years old and above (Based on MAS requirement).
- Good knowledge of banking, wealth management & insurance products is an added advantage.
- Excellent communication and interpersonal skills.
- Enjoy meeting and helping people.
- Highly motivated, driven, independent and determined with strong integrity.
- No work experience required.
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Professional Investment Advisory Services - Designation:
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Insurance - Location:
Toa Payoh