Premier Financial Advisor(Expat and Local Market)
Consultant Clement Wang (R1981797)
Date posted 25 April 20192019-04-25 2019-06-24 financial-services 6 Battery Road Singapore 049909 Robert Walters
An exciting Financial Advisor(Expat and Local Market) job has just become available at one of the fastest growing Financial Advisory Firm based in Singapore, back by a strong global parent company. Reporting directly to Head of Sales, this is a role for a Financial Advisor/Banker who is a leader in their field.
About the Financial Advisor Role:
In this business critical role, you will be responsible for the management of the financial portfolio of premier customers from Offshore and Onshore Markets, analysing their financial situation and providing the necessary financial solutions. You will be involved in the marketing and business development of the team.
- To act as client's main financial planner and adviser, giving professional support and education on all financial matters, giving the needed advice, guidance and reassurance to them in achieving their long term financial goals
- Work with other professional, like lawyers and mortgage bankers to give customers access to the right and efficient financial solutions
- Work closely with the admin team to ensure client records and management are up to date
- Developing new business opportunities to enable access to a greater customer base
- Manage the investment portfolio of clients by observing the investment climate to update clients and do the necessary portfolio review or re-allocation
To succeed in this Financial Advisor role, you will need the drive for personal excellence and success, and the great ambition to achieve.
- Bachelor's Degree in any field, preferably in Finance and Banking
- Results driven, persistent and good time management skills
- Excellent interpersonal communication skills, and people management skills
- Capital Markets and Financial Advisory Services (CMFAS) Examination - M5, M8, M8a, M9, M9a, HI is preferred, but training and courses will be provided for those yet to have
- A deep hunger for success
This major Financial Advisory Firm needs no introduction and is a recognised leader in the entire Financial Services space. With great business support in the area of Investment Analytics, Digital Marketing, Telemarketing and Corporate events team; with a hardworking attitude and never-say-die mindset, you will be able to achieve great heights in term of remuneration, corporate mobility and industry recognition.
If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this exciting Financial Advisor role.
Apply today or call me to discuss this opportunity now.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1981797 Clement Wang