- Unparalleled opportunity for client impact
- Career growth and development opportunities
About Our Client
Our client is a leading financial advisory firm dedicated to providing innovative wealth management solutions. Their team of professionals assist clients in navigating the complex landscape of financial planning, investment management and personal wealth strategy. With a client-first approach, they are committed to delivering tailored advice and creating long-term value for their clients.
Job Description
- Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims to develop strategic financial plans.
- Advise on financial products and services, including investments, insurance and savings.
- Manage clients' investment portfolios, aligning them with their risk appetite, financial goals, and timelines.
- Develop and maintain ongoing client relationships, providing regular reviews and updates on financial performance and new opportunities.
- Stay abreast of new financial products and developments in the market, regulatory changes, and tax laws.
- Ensure compliance with all regulatory requirements and uphold the highest ethical standards.
The Successful Applicant
- Proven experience as a Wealth Manager or Financial Advisor, with a strong track record of managing client portfolios.
- Deep understanding of financial markets and investment strategies.
- Excellent communication and interpersonal skills with the ability to explain complex information clearly and simply.
- Ability to develop and maintain client relationships.
- CMFAS M5, M9, M9A and HI certifications are required while M8, M8A and GI certifications are desirable.
What's on Offer
- A competitive salary package, including performance-based bonuses.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment where you can make a significant impact.
Contact
Almas Alwani Binte (Lic No: R1871112 / EA no: 18S9099)
Quote job ref
JN-032024-6362300
Phone number
+65 6541 9971
Michael Page International Pte Ltd | Registration No. 199804751N
