Wealth Management Consultant (Basic Leads Performance Bonus 13th month)

[THIS JOB POST IS FOR PIAS-AscenXio Business Opportunity Presentation ON 18 APRIL 2024]

Interested candidates may RSVP via the "Apply" button. Invitations will be extended to selected candidates.

Are you ready to empower others with financial wisdom?

Join us as a Financial Advisor and step into a role where you'll make a real difference.

With a provided client base and performance-based startup capital secured for the next 3 years, you'll have the stability and resources to thrive.

Our personalized training and supportive environment ensure you're set up for success from day one.

Start your fulfilling journey today. Apply now!

Candidates will be notified after the Business Opportunity Presentation if they are shortlisted for the first interview.

About Us

Professional Investment Advisory Services Pte Ltd ("PIAS") has one of the largest, most respected, and fastest-growing networks of financial advisers in Singapore.

Ascenxio Financial is a branch representing PIAS.

Our Vision, Mission, and Values (PIAS)

Vision

To be Singapore’s leading and respected financial services brand and be recognized as the ‘preferred and chosen’ partner – for our clients, advisers, product providers, and the community.

Mission

To be the financial life partner of our clients, delivering quality financial advice and solutions that are tailored to the needs of our discerning clients.

To provide the framework and support for our advisers to allow them to build rewarding and sustainable businesses.

Values

These are the values that guide us as we pursue our vision and perform our mission. These values are described by the acronym PIAS itself.

Who We Are

At AsccenXio, We’ve spent the last 5 years building probably the most comprehensive financial services and partnership network in town. Serving more than 2,000 clients across the Singapore network spanning from investments to insurance, we have partnered with more than 65 different providers to create the most compelling experience for our clients.

However, that was only Phase One. We are now using the solid foundation we have built to look further and do more. We are launching our unified Learners Management System (LMS) that aspires to encapsulate everything under one roof for our sales specialist; from soft skills training, leads management, and onboarding walk-throughs to more sophisticated planning strategies.

The Opportunity we have created is huge. But we need passionate, dedicated individuals to get there. At PIAS, we are building an environment where everyone can thrive and make an impact. Our unique blend of technology and financial services makes it an environment you will not get elsewhere.

Of course, If you believe in delighting customers, have high standards, and are resourceful, we want to hear from you.

Why we're different

We believe that everyone deserves a secure financial future. That's why we offer personalised and holistic financial solutions from a large network of partners.

About The Role

As a member of our newly set up mobile sales team, you will have a permanent role with an attractive base salary, bonuses, and incentives. You will be responsible for driving the success of our business and introducing our partners’ and providers’ products to the market.

Working as part of a dynamic new team, you will work alongside a wide range of financial services providers and partners including fund houses. Insurers, brokers, medical specialists, and branding agencies for the best interest of our clients.

This role also offers an opportunity to customize our solutions offerings by presenting the ever-changing needs and desires of our customers to the management team.

You will need to be both a team player as well as someone who can succeed in a self-directed manner and above all else, a highly positive and coachable individual (regardless of age) with the drive to win.

What Can Be Expected

• Work under the direction of the Team Manager
• Achieve or exceed assigned sales and business targets (existing/new business customers)
• Create and maintain accurate account plans (as required)
• Pitching our bundled solution and services to the market
• Develop new accounts/markets and go-to-market strategies
• Develop and manage strategic business relationships within customer accounts
• Build and track pipeline opportunities in CRM and provide management reporting as required
• Increase market awareness and adoption
• Develop a deep understanding of our customer’s needs and our product offerings
• Teamwork with the wider organization including our client support and training teams to ensure our customers are properly supported
• Leads are provided and you are expected to call and build appointments (NF2F / F2F)

Required Skills And Experience

• Proven ability of accurate pipeline management from initial lead to close
• Proven ability to initiate, build and maintain key relationships with customers
• Ability to work within a collaborative environment to achieve results
• Experience with cold calling customers/prospects, appointment setting, and opportunity tracking
• A proven track record of success in sales (any industry) is preferred
• Strong communication skills, both verbal and written
• A positive, coachable, and can-do attitude is a must
• You will need to possess the relevant CMFAS certifications, or else you are expected to pass them
• Computer and technology literate
• Minimum a recognized diploma or degree in any discipline

What You Get In Return

A Competitive salary that commensurate with your experience and attitude

Highly attractive Incentives and bonuses beyond the basic salary

Flexible staff benefits

Company annual travel opportunities

Many other fun and exciting benefits and activities!

Annual Leave and all mandatory requirements under the MOM law

A minimum of 9 month bonus + 13th Month if you are able to hit your minimum monthly targets across 12 months.

PIAS’s commitment to diversity and inclusion

We are an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment.