Jobs

    Client Advisor - Singapore - FINANCIAL ALLIANCE PTE. LTD.

    FINANCIAL ALLIANCE PTE. LTD.
    FINANCIAL ALLIANCE PTE. LTD. Singapore

    3 days ago

    Default job background
    Description
    Roles & Responsibilities

    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: 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

    Tell employers what skills you have

    Product Knowledge
    Wealth Management
    Outlook
    Front Office
    Defence
    Asset Management
    Microsoft Excel
    Due Diligence
    Assessing
    Algorithmic Trading
    Financial Planning
    Investments
    Trading Systems
    Trading System
    Operational Risk Management
    Banking
    Financial Advisory

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