Financial Services Consultant/ Director of Sales / Relationship Director - Bukit Merah
Location: Singapore
Employment Type: Full-time
Salary: Competitive + Benefits
About Us:
At Dunn & Partners, we desire to build a premier team of consultants who seek purpose-driven lives while building a fulfilling financial advisory practice which is dedicated to serving our clients professionally while being socially conscious to give back to the community.
We cultivate a vibrant and inclusive workplace where open communication and knowledge sharing are highly valued. Our culture encourages transparency, collaboration, and the free exchange of ideas, fostering an environment where every team member feels empowered to contribute and innovate.
Our mission is “Investing in Life – Legacy | Insurance & Investments | Family | Education”
(Summit Planners – Dunn & Partners is a Branch under Manulife Financial Advisers Pte Ltd)
Job Summary:
As a Financial Services Consultant, you will be instrumental in helping individuals and families turn their financial dreams into reality. Your role involves delivering personalized financial planning and investment guidance tailored to each client’s unique needs.You will build and nurture long-term relationships, offering bespoke solutions designed to enhance their financial well-being. Leveraging your expertise in financial products and services, along with your strong analytical skills, you will guide clients through intricate financial decisions, ensuring they make informed and strategic choices to secure their future.
Key Responsibilities:
- Provide comprehensive financial advice and customized solutions to meet clients’ financial objectives.
- Analyze clients' current financial status, investment portfolios, and future goals.
- Advise clients on various financial products such as investments, insurance, retirement plans, and tax strategies.
- Develop long-term relationships with clients to understand their evolving financial needs.
- Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
- Stay updated with the latest industry trends, market conditions, and regulatory changes.
- Work closely with other financial advisors and internal teams to deliver a seamless client experience.
- Ensure compliance with financial regulations and internal policies.
Qualifications:
- Minimum full certificate in GCE “A” level, International Baccalaureate Diploma, Diploma awarded by a polytechnic in Singapore or equivalent.
- At least 21 and above (Regulatory requirement)
- Singaporeans and Permanent Residents only
Who we are looking for:
- A proactive and driven individual with a strong entrepreneurial mindset, this person is always ready to take initiative and pursue opportunities with enthusiasm
- A problem solver, with a sharp analytical mindset, who can think creatively and critically to overcome challenges and build a sustainable business
- A person with excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
- A personable individual who enjoys connecting with others and building meaningful relationships, and strong professional networks
- A Team player who is coachable and open to feedback and is willing to learn and continuously improve
What We Offer:
- A robust and holistic platform for total wealth planning, to help you build a sustainable business
- Open architecture platform, partnering with multiple stakeholders, providers and platforms to offer diverse products and solutions to your clients
- Attractive remuneration, Incentive and bonus programme – our Dual Compensation model ensures you enjoy the best of a hybrid insurer-backed platform
- Opportunities to create various streams of passive income, and be retrenchment proof
- Incentive Trips to travel the world
- Freedom to decide your working hours
- Personal and intentional mentorship
- Regular training and personal development with opportunities for career growth
- Cutting edge digital tools to help you stay on top of your game
- Deeper job satisfaction to enjoy a fulfilling and integrated life
- Titans Club benefits that includes Medical coverage
How to Apply:
Interested candidates are invited to submit their resume and cover letter to [email protected]
Please include "Application for Role as Financial Services Consultant" in the subject line of your application. We look forward to hearing from you!