About Company
Empowering individuals and families to achieve their financial aspirations is at the core of Career.zycto. We are a forward-thinking organization dedicated to innovation in financial guidance, leveraging cutting-edge technology to deliver personalized solutions. For a Financial Advisor seeking autonomy, a supportive learning environment, and the freedom to connect with clients globally, Career.zycto offers an unparalleled platform. Join a team where your expertise is valued, your growth is prioritized, and your ability to make a tangible impact on clients’ lives is amplified. We champion a culture of continuous development and ethical practice, making us an ideal home for dedicated professionals.
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Job Description
Are you a seasoned financial professional with a passion for guiding clients towards their fiscal goals, and the discipline to thrive in a remote-first environment? Career.zycto is seeking a dynamic and highly motivated Financial Advisor to join our expanding team. While based in Singapore, this unique “Work from Anywhere” role offers unparalleled flexibility, allowing you to connect with clients and manage your portfolio from any location that inspires your best work.
As a Financial Advisor at Career.zycto, you will be the trusted partner for individuals and families, helping them navigate complex financial landscapes. Your primary mission will be to assess clients’ current financial situations, understand their aspirations – from retirement planning and wealth accumulation to education funding and risk management – and craft bespoke financial strategies tailored to their unique needs. This isn’t just about selling products; it’s about building enduring relationships rooted in trust, transparency, and a genuine commitment to client success.
You will leverage your expertise in a broad spectrum of financial products and services, including investments, insurance, and retirement solutions, to construct comprehensive plans. Success in this role requires a proactive approach to client acquisition and retention, excellent communication skills to articulate complex concepts clearly, and an unwavering ethical compass. Our remote model means you’ll be a self-starter, adept at using virtual tools for client meetings, presentations, and administrative tasks, ensuring seamless service delivery regardless of geographical distance.
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Career.zycto provides robust technological support and continuous professional development opportunities, ensuring you remain at the forefront of industry trends and regulatory changes. We believe that empowering our advisors leads to empowering our clients. If you’re ready to redefine what it means to be a Financial Advisor, embracing flexibility without compromising impact, we invite you to apply. This role offers the chance to build a significant book of business and shape your career trajectory within a progressive, client-centric organization.
Key Responsibilities
- Build and nurture long-term relationships with clients, acting as their primary financial point of contact.
- Conduct thorough financial needs analyses to understand clients' current situations, goals, and risk tolerance.
- Develop and implement personalized financial plans covering areas such as investment, retirement planning, insurance, and estate planning.
- Educate clients on various financial products and services, ensuring clear understanding and suitability.
- Proactively acquire new clients through networking, referrals, and strategic outreach, expanding your book of business.
- Regularly review and adjust client portfolios and financial plans to adapt to changing market conditions and personal circumstances.
- Ensure all activities comply with relevant financial regulations, industry standards, and company policies.
- Maintain meticulous records of client interactions and financial transactions using our CRM system.
- Stay abreast of market trends, economic indicators, and new financial products and services.
- Effectively manage your time and client interactions in a remote work environment, utilizing virtual communication tools.
Required Skills
- Proven experience in financial planning, wealth management, or a related advisory role.
- Strong understanding of investment products, insurance, retirement solutions, and financial markets.
- Exceptional interpersonal and communication skills, both written and verbal, for client engagement.
- Demonstrated ability to build trust and rapport with a diverse client base.
- Highly analytical with excellent problem-solving abilities to craft complex financial strategies.
- Self-starter with strong organizational skills and the discipline to manage a remote workload effectively.
- Proficiency in using CRM software, virtual meeting platforms (e.g., Zoom, Microsoft Teams), and financial planning tools.
- Deep commitment to ethical practices and adherence to industry regulations.
Preferred Qualifications
- Certified Financial Planner (CFP) designation or equivalent professional certification.
- Possession of relevant Capital Markets Services (CMS) licenses or other financial advisory accreditations specific to Singapore.
- Track record of successfully acquiring and retaining a significant client portfolio.
- Experience with cross-border financial planning or advising international clients.
- Fluency in additional languages relevant to Singapore's multicultural client base (e.g., Mandarin, Malay, Tamil).
Perks & Benefits
- Unrivaled 'Work from Anywhere' flexibility, empowering a truly balanced lifestyle.
- Competitive base salary complemented by a generous commission and bonus structure.
- Comprehensive professional development programs and support for advanced certifications.
- Robust technological infrastructure and tools to facilitate seamless remote client management.
- Medical and dental benefits package.
- Access to a diverse portfolio of financial products and expert support teams.
- Opportunities for career advancement within a rapidly growing and innovative firm.
- A supportive, collaborative, and empowering company culture, even in a remote setting.
How to Apply
To apply for this exciting opportunity, please click on the application link below and submit your resume along with a cover letter detailing your relevant experience and why you are passionate about financial advisory work.
