Financial Services Consultant - #1093202

Join Our High-Performing Team - Build a Rewarding Career in Financial Services!

At Virtus Associates, we are more than just financial consultants.

We are dedicated professionals committed to making a meaningful difference in people's lives. As part of our dynamic team, you'll have the opportunity to guide clients through pivotal life decisions, offering impartial financial advice tailored to their unique goals and life stages.

Why Choose Virtus Associates?

• Proven Training Program: Our comprehensive 365-day FA365 training program equips you with in-depth knowledge in financial planning and wealth management, setting you on the path to becoming a Certified Financial Planner (CFP) within two years.
• Mentorship and Support: Engage in our Career Compass Mentorship Programme, where experienced directors provide personalized guidance to help you navigate your career trajectory and achieve both short-term and long-term goals.
• Innovative Tools: Utilize our proprietary Sales Builder app to effectively plan, track, and manage your activities, enhancing your ability to serve clients and expand your sales team.
• Client-Centric Approach: We prioritize understanding each client's financial situation thoroughly, ensuring our recommendations are relevant, transparent, and aligned with their long-term stability and success.

What You’ll Do?

• Financial Guidance: Assist clients in building investment portfolios, planning for their children's education, selecting insurance, preparing for retirement, and more.
• Relationship Building: Develop and maintain strong relationships with clients, providing solutions that evolve with their changing needs.
• Continuous Learning: Stay abreast of industry changes and advancements to offer the best recommendations and value to clients.

Who We're Looking For:

• Driven Individuals: Those with a hunger for success and a commitment to making a positive impact.
• Team Players: Individuals who thrive in a collaborative environment and contribute to a harmonious team dynamic.
• Ethical Professionals: Consultants who prioritize fair dealing, transparency, and client welfare in all advisory services.

Requirements:

• Singaporean or PR only
• Minimum Diploma in a locally recognised polytechnic
• At least 2 years related Sales Experience preferred
• Microsoft office & PowerPoint Skills
• Certifications/licenses – HI, M5 and M9, M9A, BCP, PGI, Com GI (bonus not a must to have)

Embark on a fulfilling career with Virtus Associates, where your hard work translates into meaningful results and long-term success. Let's make a difference together.

To learn more about us, visit our About Us page.

By submitting your application, you consent to the collection, use, and disclosure of your personal data in accordance with the Personal Data Protection Act (PDPA) for recruitment and hiring purposes. Your information will be handled with strict confidentiality and used solely for assessing your suitability for the role.

ABOUT AIA

For over a century, AIA has served the ever-changing needs of our customers across Asia-Pacific. Our Purpose to help millions of people live Healthier, Longer, Better Lives is at the heart of everything we do.

As pioneering innovators, we’re now transforming AIA to be faster, simpler and more connected to create better solutions and impactful experiences for our customers and communities. AIA encourages and enables our people to act with clarity, courage and humanity in service of our Purpose.