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

LEAD, CLIENT ADVISORY

MONEYOWL PTE LTD

Full Time : $ 4000 - $ 6000 / PER MONTH
Full TimeBanking and Finance    
8 days ago

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). 

Job Requirements

- 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

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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