Financial Adviser Representative

Financial Adviser Representative

Embark on a career journey through a role that allows personal development. Through the tutelage of established industry mentors and gradual completion of qualifications, you will be a certified AAM Financial Adviser.

THE ROLE

As a member of the AAM Academy, you will be expected to take and pass 6 regulatory exams in the first year with the assistance of office based training sessions and home study. You will also be mentored by one of AAM’s Directors or Senior Financial Planners.

During the first year, you will attend weekly training sessions on all aspects of financial planning. This will include product, sales, sales administration, financial markets and systems training. A confident manner both face to face and via telephone is essential as you will be contacting potential and current clients to arrange meetings.

You will also be assisting to source and arrange networking events and seminars, as well as building your own business network both face-to-face and online.

• This is a sales focused role so the successful candidate must be target driven, motivated and a self starter.

• Contacting clients and setting up meetings;

• Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;

• Sourcing and arranging events and seminars

• Network through events and establish relationships with perspective clients

Once graduated to Financial Advisor:

• Assisting clients to make informed decisions;

• Designing financial strategies

• Develop appropriate technical and market awareness knowledge;

• Reviewing and responding to clients changing needs and financial circumstances;

• Promoting and selling financial products to meet given or negotiated sales targets;

• Keeping up to date with financial products and legislation;

• Producing financial reports;

• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;

• Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

REQUIREMENTS

• Entry without a degree is possible, we view personal qualities as important as academic qualifications but must have a minimum of a full A-Level Certificate or equivalent

• Experience in Sales, advisory or client servicing work is also valuable

• Respect differences in people and values diversity of ideas

• You must have a clean credit history

• No criminal record

• 2 references from previous employers

BENEFITS

1. Healthcare provided

2. All exam and training provided

3. Attractive remuneration and commission packages

At AAM Advisory we value teamwork and are committed to the principles of integrity, accountability and excellence. In addition we offer a stimulating work environment geared towards growth, innovation and appreciation.

We aim to create a work environment that is fair and inclusive. Our commitment to workplace transformation is reflected in the ongoing participation with the Tripartite Alliance for Fair & Progressive Employment Practices.

We have recently signed the Employers Pledge of Fair Employment Practices. Our shared vision is for AAM to be a great place to work; a place where every worker is given an equal opportunity for employment, rewarded according to his or her merit, treated fairly and with respect, and given the opportunity to optimise his or her unique talents; a place where we are able to attract, develop and retain valued employees, and create a harmonious and inclusive work environment, where employees are highly motivated and contribute their fullest to AAM and the Singaporean economy.

With a view to achieving this vision, the Tripartite partners – The Ministry of Manpower, the National Trades Union Congress and the Singaporean National Employers Federation – have unanimously endorsed the 5 key principles of fair employment practices for implementation at AAM Advisory:

AAM Advisory will:

  1. Recruit and select employees on the basis of merit, and regardless of age, race, gender, religion, marital status and family responsibilities, or disability.
  2. Treat employees fairly and with respect and implement progressive HR management systems.
  3. Provide employees with equal opportunity to be considered for training and development based on their strengths and needs to help them achieve their full potential.
  4. Reward employees fairly based on their ability, performance, contribution and experience.
    Abide by labour laws and adopt the Tripartite Guidelines on Fair Employment Practices.
  5. Share the 5 key principles of fair employment practices and is committed to adopting these principles in the management of our Human Resources. We believe that the effective implementation of fair employment practices will bring about a more harmonious and progressive work environment within our organisation, and contribute towards making Singapore and AAM a great place to work.

Our vision is to be the leading financial advisory company in South East Asia and ensure our customers financially grow and thrive through the quality of our advice.

VALUES

  • Respect:  We value the relationships we have with our clients, stakeholders, communities and each other. We care strongly about the impact we each have on those relationships
  • Accountability: We treat the company’s reputation as our own and look to deliver on what we promise. We foster a culture of learning and growth that ensures we always look to improve the quality of what we do.
  • Teamwork: We know that teamwork is our most effective strength that enables us to bring the best value to everyone. We trust and empower each other to work together as ‘One AAM’.
  • Excellence: We continually raise the bar on our own performance to be able to anticipate and exceed the expectations of our customers, our shareholders, our communities and ourselves.
  • Integrity: An environment of honesty and transparency where the way we are and the way we do business is always ethical, fair and without compromise. Because what we do – and how we do it – matters everywhere and will bring us all

CULTURE

  • There is diversity in the people that we employ.
  • We foster a culture of learning and growth that ensures we continuously improve the quality of what we do.
  • Flexibility allows our staff and customers the freedom to balance home and work life.
  • An environment where talent, passion and performance is rewarded
  • We promote a friendly, honest, reliable and most importantly transparent approach to all business activity. We want a culture in which fairness and openness is encouraged.
  • A place where we enjoy working hard together to achieve our goals. We want a motivated and happy workforce and one which is willing to go over and above for our customers.
Graduate Trainee Adviser Application

If you fulfill the requirements of the job, and are ready for the challenge, please submit your CV to us.

A cover letter is optional
Required for speculative applications only
Letters are not case-sensitive

AAM is committed to comply with Singapore’s data protection laws and any information collected will be used only internally.