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Open nowPosted today

Sales & Financial Advisory Associate

HR SG PTE. LTD.

Pay
SGD 3,000 – SGD 3,500 a month
Where
Central, Singapore
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Your applicationOpen nowSales & Financial Advisory AssociateHR SG PTE. LTD. · Central, Singapore

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on HR SG PTE. LTD.'s own form.

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The clock on this job

Early applications get read.

13.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.9%7 days
  4. 22.4%14 days
  5. 38.1%30 days
  6. 59.0%60 days
This job: posted today

The posting

Company Overview

Our client is an established organisation within the financial services industry, offering career opportunities in sales, financial advisory and client relationship management.

The organisation supports professional growth through training, mentorship and practical experience, with access to training resources and lead generation support.

Role Overview

We are looking for a motivated and personable Sales & Financial Advisory Associate to support client engagement, business development and relationship management.

You will develop an understanding of clients’ financial needs, communicate financial concepts and build professional relationships. Training and mentorship will be provided to strengthen your sales techniques, product knowledge and professional skills.

Regulated advisory activities will only be undertaken after meeting the applicable examination, regulatory and authorisation requirements, with appropriate supervision.

Key Responsibilities

Sales and Client Engagement

  • Conduct outreach to prospective clients through provided leads, referrals and business development activities.
  • Build and maintain professional relationships with clients and prospects.
  • Identify clients’ financial goals, priorities and needs within the scope of authorised duties.
  • Coordinate client appointments and participate in meetings under appropriate supervision.
  • Present relevant financial solutions only when appropriately qualified and authorised, in accordance with applicable requirements.
  • Follow up on client enquiries and maintain accurate engagement records.
  • Handle client information confidentially and follow company procedures.

Business Development and Performance

  • Develop and maintain a pipeline of prospective clients.
  • Participate in lead generation, outreach and networking activities.
  • Track client appointments, follow-ups and business development progress.
  • Work towards agreed activity and sales targets within the scope of authorised duties.
  • Collaborate with mentors and team members to improve communication and client engagement approaches.

Professional Development

  • Attend sales, product knowledge and financial advisory training.
  • Complete the required examinations and fulfil applicable regulatory and authorisation requirements before undertaking regulated advisory activities.
  • Participate in coaching sessions and apply feedback to improve professional skills.
  • Develop presentation, negotiation and relationship management capabilities.
  • Follow ethical advisory practices and relevant compliance procedures.

Requirements

  • Diploma or Degree in Business, Finance, Marketing, Economics or a related discipline preferred.
  • Candidates without prior experience are welcome to apply.
  • Interest in sales, financial services and client relationship management.
  • Good interpersonal, written and verbal communication skills.
  • Comfortable engaging with new people and building professional relationships.
  • Self-motivated, goal-oriented and receptive to feedback.
  • Willingness to complete the required professional examinations and training.
  • Comfortable working towards agreed activity and performance targets.
  • Ability to handle confidential information accurately and professionally.
  • Able to work independently and collaborate effectively with others.

Remuneration

Two remuneration options are available, subject to eligibility and the applicable engagement terms.

Option 1: Full Commission

  • Commission-based remuneration tied to eligible sales performance.
  • Opportunity to develop a client portfolio.
  • Earnings depend on individual performance and the applicable commission structure.

Option 2: Conditional Allowance

  • Monthly allowance of up to $3,000, subject to meeting specified performance requirements.
  • Progressive monthly performance targets apply.
  • Lead generation support and training resources are provided.
  • The allowance is conditional and is not a guaranteed basic salary.
  • Eligibility, performance assessment and any repayment obligations are governed by the applicable agreement.

Full details of the engagement terms, remuneration arrangements, performance conditions and any repayment obligations will be explained before acceptance.

Career Development Opportunities

  • Develop practical sales, financial advisory and client relationship management skills.
  • Build financial knowledge, commercial awareness and professional communication capabilities.
  • Access mentorship, training resources and lead generation support.
  • Explore career progression in sales and financial advisory, subject to performance, suitability and applicable requirements.

Only shortlisted candidates will be contacted.

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to recruitSG’s PDPA and e2i’s PDPA.

Posting text belongs to the employer. Removal requests: contact us.

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