Search by job, company or skills

Financial Alliance Pte. Ltd.

Client Advisor (Independent Asset Management Unit)

Early Applicant
  • 9 days ago
  • Be among the first 50 applicants

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 its 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.

Interested in the Job

Interested applicants please email your resume to: [Confidential Information]

Requirements:

. 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)

. Track record in asset development, asset growth and revenue generation

. Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio

. Has high standards of professional integrity

. Understand clients 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:

. Must obtain and maintain necessary MAS licenses and CPD requirements (CACS, RNF and MAS certification)

. Ensure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/ legal boundaries and framework

. Ensure that the company's policies and procedures are adhered to

. Educate clients about investment options and potential risks when recommending investments

What We Offer:

. Platform with comprehensive solutions to meet clients different needs

. Competitive package

. Flexibility to balance work and life

Date Posted: 23/07/2024

Job ID: 86110209

Report Job

About Company

Hi , want to stand out? Get your resume crafted by experts.

Similar Jobs

Client Advisor Independent Asset Management Unit

Financial Alliance Pte LtdCompany Name Confidential

Asset Wealth Management Private Wealth Advisor NRI Coverage Executive Director Singapore 137514

Goldman Sachs singapore Pte Company Name Confidential
Last Updated: 19-11-2024 06:40:29 PM
Home Jobs in Singapore Client Advisor (Independent Asset Management Unit)