While we are expanding our business to meet the increasing demand for professional financial planning services in Singapore, we are looking for business partners to join us as a financial planner and grow together with our strong support.
(Including but Not Limited to)
Example A✓ Fresh graduates from a Singapore local university, or any degree holders with 2 to 8 years of working experience. ✓ Finance related education background or working experience is a plus point, but not compulsory.
Example B✓ Singapore local polytechnic diploma holders. ✓ 2 to 8 years of working experience in customer service, customer relationship management or sales roles.
(As a Financial Planner)
YouPartner with Tony and First Adviser (a group of financial services agency units) to grow your own business by providing financial planning services.
Your Values✓ Provide professional services for individual clients on wealth management, risk management and estate planning. ✓ Provide professional services for corporate clients on employee benefits, business risk management and business succession planning. ✓ Maintain a long-term healthy relationship with clients.
Self Development✓ Develop an effective business strategy for yourself to build a sustainable client base in financial services industry. ✓ Be in charge of personal branding and marketing.
Benefits✓ Monthly allowance plus commission and quarterly bonus. ✓ Systematic training programmes on comprehensive financial planning for individuals and corporates. ✓ Coaching sessions on client relationship management. ✓ Strong support on business strategy development and personal branding. ✓ Fully sponsored overseas trips for outstanding performers. ✓ Awards and recognition. ✓ Fast-track career path to be an agency leader.
Requirements✓ At least 21 years old. ✓ GCE 'A' Level or a Singapore local diploma or any other equivalent academic qualification. ✓ An open mind to learn new knowledges and explore new ideas. ✓ Self-discipline and time management skills. ✓ A strong sense of integrity. ✓ Ability to work independently and as a team player when necessary. ✓ Determination to excel in a challenging environment.
Your close business partner in
financial services industry.
Contact me for a career discussion and you will find out…
Your potential to be an entrepreneur
The trends in financial services industry
Our team culture and philosophy
What values we can add to you along our partnership
Your future career path with us