Roles & Responsibilities
- Full holistic financial planning for individuals in Singapore.
- Generating new clients through effective marketing techniques and resources available.
- Assessing each individual client needs and providing them with bespoke tailored solutions from; Life Insurance, Retirement Planning, Pension Transfer, Trust Planning, Lump Sum Investments and efficient tax vehicles is required.
- Responsible for effective management of these portfolios and constant review of the performance of these portfolios.
- In depth knowledge of UK Tax and Inheritance Tax planning
- Treatment of USA shares for non US citizens
Work experience
A Minimum of 8 years’ work experience in financial planning in a Singapore based firm
Must have exams: M5, M8, M8a, M9, M9a and HI CMFAS exams
Must have a current MAS representative licence
Must have a minimum book size to bring to TallRock of at least $20m AUA (Assets Under Advise)
EA 15C7529
EA Personnel R22106118
