We provide trusted and expert advice to our clients seeking to preserve, manage and grow their wealth whilst giving them full control over their portfolio. We belong to the new age of financial institutions who are able to embrace and understand the needs and concerns of a rapidly emerging affluent class in Asia that is becoming increasingly sophisticated.
We are also Asia's leading Asset Management company, with offices across the region, in Singapore, Hong Kong, Indonesia, China and Taiwan. We are a licensed corporation under Monetary Authority of Singapore (License No.: FA100062) to carry regulated activities in Singapore. Job Description
This position allows you to join us as Client Advisor in one of the leading Financial Institution in Asia Region.
What makes us unique in Singapore? With a population of 5.6million in Singapore and about 20,000 to 30,000 licensed Financial Advisors, Singapore's market has become very competitive. Our company offers opportunities to grow your career to offshore clients through our network of offices by communicating closely with our partners and offshore offices.
Roles & Responsibilities:
We are looking for experienced candidates with strong relationships and wide connections of High Net Worth clients with roles and responsibilities as follows:
Actively acquiring new clients.
Managing relationship with clients.
Providing financial solution catering to clients.
To ensure compliance with all regulations and controls as set by the company and regulatory authorities.
Diploma or Bachelor's/University degree
Sales experience in the financial industry, preferably in managing the affluent market.
Sound knowledge of financial products and services.
Experience in covering overseas markets (Preferable).
Possession of CMFAS certification (M5, M6, M6A, M8, M8A, M9, M9A & HI) will be prioritized.
Command of both spoken and written English and Mandarin or Bahasa Indonesia.
Strong interpersonal, communication skills and good at tele-consulting.
It is essential for candidates to be creative yet meticulous, with an ability to work independently and in a team.