Investment Advisor

1 week ago


Singapore IFAST FINANCIAL PTE. LTD. Full time
Roles & Responsibilities

People avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical and suitable advice to benefit their clients. With us, you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub along with our acceleration training program with mentorship.

Key Responsibilities:

  • Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning.
  • Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance).
  • Identifying new business opportunities through networking, referrals and outreach efforts.
  • Conducting financial reviews and keep abreast of customer needs.
  • Delivers support to clients, within and beyond office hours.
  • Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies.

Requirements:

  • Excellent interpersonal and communication skills, both verbal and written.
  • Client-oriented, pleasant, meticulous and obliging disposition.
  • Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
  • Holds either one of the following qualifications:
  • A full certificate in GCE ‘A’ Level;
  • An International Baccalaureate Diploma qualification;
  • A diploma awarded by a polytechnic in Singapore; or
  • Any other academic qualification equivalent to the qualifications above.
  • Certificates or exemptions from CMFAS/IBF modules will be advantageous.
  • Candidates without working experience may apply.
  • Solely on commission base scheme structure with employee-like company benefits.







Tell employers what skills you have

Wealth Management
Investment Advisory
Asset Management
Generate leads
Financial Planning
Investments
Financial Markets
Banking
Initiative
Equities

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