LEAD, CLIENT ADVISORY - MONEYOWL PTE LTD
LEAD, CLIENT ADVISORY

LEAD, CLIENT ADVISORY

MONEYOWL PTE LTD

Full Time : $ 3000 / PER MONTH
Full TimeInsurance    

Job Description

Build up a growing MoneyOwl advisory team so that MoneyOwl can be a game-changer in financial advice for Singapore families in the mass retail market.

Be responsible for the development of professional standards, and to build a best-in-class fee-based advisory service.

Coaching the Client Advisers to ensure a high quality of advice.

Identify skills & knowledge gaps and work with Head of Advisory to come out with a Training Plan for the Client Advisers.

Work with Head of Advisory to formulate, execute and monitor sales plans and sales campaigns to achieve company goals, P&L targets and KPIs.

Run the advisory team comprising about 6 advisers, its activities, productivity and performance in line with company objectives, business and sales plans.

Collaborate with colleagues from other departments to ensure smooth daily operations for the Advisory team.

Manage your own base of clients, advising across MoneyOwl's spectrum of services (namely Insurance, Investment, Wills, Comprehensive Financial Planning).

Degree or higher educational qualifications.

High level of integrity and accountability, with a passion to make a positive impact on the lives of ordinary Singaporeans through the provision of comprehensive, conflict-free and competent financial advice.

Have the willingness and aptitude to train to become an excellent comprehensive financial planner; AWP or CFP qualification is an advantage.

Able to lead and motivate a team of salaried advisers to achieve corporate sales targets and high standards of professional excellence.

Mission-oriented, proactive and able to think strategically amidst complexity.

Good team player with excellent communication and interpersonal skills and able to influence and collaborate across multiple functions.

At least 5 years of relevant experience, preferably within the insurance or financial advisory industry; candidates from banking and investment industry with aptitude and willingness to pick up insurance and comprehensive planning may also apply.

At least 1 year of managerial experience in running sales teams.

Able to work in a start-up, fast-paced and multi-faceted environment of a fintech with comprehensive and bionic services.

Able to handle complexity and willing to learn and adapt.

Able and willing to be hands-on in formulating sales processes and enhancing CRM or reporting tools.

Proficient in computer applications such as Microsoft Office.

Job Requirements

Build up a growing MoneyOwl advisory team so that MoneyOwl can be a game-changer in financial advice for Singapore families in the mass retail market.

Be responsible for the development of professional standards, and to build a best-in-class fee-based advisory service.

Coaching the Client Advisers to ensure a high quality of advice.
Identify skills & knowledge gaps and work with Head of Advisory to come out with a Training Plan for the Client Advisers.

Work with Head of Advisory to formulate, execute and monitor sales plans and sales campaigns to achieve company goals, P&L targets and KPIs.

Run the advisory team comprising about 6 advisers, its activities, productivity and performance in line with company objectives, business and sales plans.

Collaborate with colleagues from other departments to ensure smooth daily operations for the Advisory team.

Manage your own base of clients, advising across MoneyOwl's spectrum of services (namely Insurance, Investment, Wills, Comprehensive Financial Planning).

Degree or higher educational qualifications.

High level of integrity and accountability, with a passion to make a positive impact on the lives of ordinary Singaporeans through the provision of comprehensive, conflict-free and competent financial advice.

Have the willingness and aptitude to train to become an excellent comprehensive financial planner; AWP or CFP qualification is an advantage.

Able to lead and motivate a team of salaried advisers to achieve corporate sales targets and high standards of professional excellence.

Mission-oriented, proactive and able to think strategically amidst complexity.

Good team player with excellent communication and interpersonal skills and able to influence and collaborate across multiple functions.

At least 5 years of relevant experience, preferably within the insurance or financial advisory industry; candidates from banking and investment industry with aptitude and willingness to pick up insurance and comprehensive planning may also apply.

At least 1 year of managerial experience in running sales teams.

Able to work in a start-up, fast-paced and multi-faceted environment of a fintech with comprehensive and bionic services.

Able to handle complexity and willing to learn and adapt.

Able and willing to be hands-on in formulating sales processes and enhancing CRM or reporting tools.

Proficient in computer applications such as Microsoft Office.





Work Location (MRT)


Work Location

23 KEONG SAIK ROAD, 089130


Get In Touch


   +65 6904 9612

   75 Ayer Rajah Crescent,
       #01-04 Singapore 139953
        View map here

   sales@findjobs.com.sg

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