Client Advisor (independent Asset Management Unit)

Singapore, Singapore

Job Description


Financial Alliance is Singapore\'s largest, leading and award-winning Independent Financial Advisory Firm. We offer our individual and corporate clients a unique, unbiased and meaningful one-stop experience in financial advisory services. Our wide range of wealth management and financial planning solutions is second to none. Our entire team shares a pro-client outlook, and our corporate infrastructure is designed to reflect this. We are currently expanding our high net worth client offering and are looking for established Priority Bankers/Private Bankers/Relationship Managers/Client Advisors/Investment Consultant/Product Specialists with an existing book of clients to join our Independent Asset Management unit. We are looking for independently minded bankers seeking to establish their own business outside of the banking environment while offering their clients the highest levels of service. Requirements: \xc2\xb7 At least 5 years of banking experience as either banker, investment consultant or product specialist and has an established network of individual HNW clientele (AI clients) \xc2\xb7 Track record in asset development, asset growth and revenue generation \xc2\xb7 Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio \xc2\xb7 Has high standards of professional integrity \xc2\xb7 Understand clients\xe2\x80\x99 background and drive the Know Your Customer due diligence as a first line of defence, to fulfil related compliance and internal requirements Scope and responsibilities: \xc2\xb7 Must obtain and maintain necessary MAS licenses and CPD requirements (CACS, RNF and MAS certification) \xc2\xb7 Ensure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/ legal boundaries and framework \xc2\xb7 Ensure that the company\'s policies and procedures are adhered to \xc2\xb7 Educate clients about investment options and potential risks when recommending investments What We Offer: \xc2\xb7 Platform with comprehensive solutions to meet clients\xe2\x80\x99 different needs; \xc2\xb7 Commission based \xc2\xb7 Flexibility to balance work and life. Job Types: Full-time, Permanent Salary: $3,000.00 - $5,000.00 per month Benefits:

  • Flexible schedule
Schedule:
  • Flexible hours
  • Monday to Friday

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Job Detail

  • Job Id
    JD1266092
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned