Senior Financial Services Manager

7 days ago

Singapore Professional Investment Advisory Services Pte Ltd Full time

Key Responsibilities:

  • Leadership Development: Candidates with leadership potential will be groomed for the Financial Services Manager role.
  • Team Expansion: Plan and execute recruitment activities to grow your team.
  • Productivity Management: Train and monitor financial consultants to ensure unit profitability.
  • Supervision and Oversight: Supervise, oversee, and set priorities for team members.
  • Coaching and Guidance: Coach and guide your team to provide accurate and prompt services to clients.
  • Client Relations: Maintain regular contact with existing clients and onboard new ones.
  • Network Development: Develop your network and expand the client base.
  • Financial Planning: Learn and implement new strategies to enhance clients’ financial portfolios through insurance, savings, and investment products.

Job Requirements:

  • Eligibility: Singapore Citizens only, aged 24 and above (required by MAS).
  • Experience: At least 3 years in the Financial Services Industry.
  • Qualifications: Full certification in GCE A' Levels, Polytechnic Diplomas, or Degree holders (local certifications).
  • Certifications: M5, M8, M8A, M9, M9A, and HI certifications.
  • Skills: Strong interpersonal and leadership abilities, with experience in managing and leading a team of financial consultants.

Join us and be part of a dynamic team dedicated to providing exceptional financial services and growing together towards success.

ABOUT PIAS

Established in 2001 and licensed by the Monetary Authority of Singapore, Professional Investment Advisory Services Pte Ltd (PIAS) is a multi-award winning financial advisory firm in Singapore. PIAS offers a diversified suite of financial services and solutions with a personalised approach.

PIAS has one of the largest, most respected and fastest growing networks of advisers in Singapore. Our professional advisers provide sound and comprehensive financial advice at both individual and corporate levels.

PIAS is wholly owned by Singapore Life Ltd.

POLARIS ADVISORY GROUP

Polaris Advisory Group is an authorised group of Financial Adviser Representatives from Professional Investment Advisory Services Pte Ltd ("PIAS"). Polaris refers to the northern star, and alludes to our desire to become a recognised landmark in the financial services industry, earning the trust of our clients through an impeccable and professional track record.

ADVISORS

At PIAS, our advisers are among the best in the industry and offer truly personalised advice. We pride ourselves on being able to recommend and implement strategies, not products. We are able to select from a wide array of regulated financial products and services in the market working with fund houses, banks, insurance companies and other financial institutions to make sure you get the right products and services for your individual needs.

These days there are vast numbers of products and strategies available to suit most financial circumstances and although the extensive choice can be beneficial, confronting it can be daunting. Complex and changing legislation often adds further uncertainty, which, unfortunately for many people, this can result in inadequate planning and lost opportunities. In today’s changing world, professional advice is one of the crucial keys to better investment outcomes.

We have built a business on bringing clients a network of professional advisers who share our client focused values. We are unwavering in our commitment, ensuring that our clients’ financial goals are achieved through personalised and holistic solutions.

GLOBAL PRODUCT & SERVICE PROVIDERS WE WORK WITH

1. Banks & Referrals

DBS Bank Ltd (DBS)

Fortiswills Pte Ltd (wills & trust services referral)

HSBC Bank (Singapore) Limited

Malayan Banking Berhad (Maybank)

Oversea-Chinese Banking Corporation Limited (OCBC)

Percepts Legacy Pte Ltd (wills & trust services referral)

RHB Bank Berhad (RHB)

SimplyWills Pte Ltd (will referrals)

Standard Chartered Bank (Singapore) Limited

United Overseas Bank (Singapore) Limited

UOB Kay Hian Pte Ltd (stocks referral)

2. General Insurance

AETNA Insurance Company Limited (Singapore Branch)

AIG Asia Pacific Insurance Pte Ltd

Allianz Insurance Singapore Pte Ltd

Allianz Global Corporate & Specialty SE Singapore Branch

Allied World Assurance Company, Ltd

AXA Insurance Pte Ltd

AXA XL

Beazley Pte Limited

Berkley Insurance Company (Singapore branch)

China Taiping Insurance (Singapore) Pte Ltd

Chubb Insurance Singapore Limited

Cigna Global

Direct Asia Insurance (Singapore) Pte Ltd.

EQ Insurance Company Limited

ETIQA Insurance Pte Ltd

Income Insurance Limited

Liberty Insurance Pte Ltd

Liberty Specialty Markets

Lonpac Insurance Bhd

MSIG Insurance (Singapore) Pte Ltd

Now Health International (Singapore) Pte Ltd

QBE Insurance (Singapore) Pte Ltd

Singapore Life Ltd

Sompo Insurance Singapore Pte Ltd

Tokio Marine Insurance Singapore Ltd

3. Life Insurance

China Life Insurance (Singapore) Pte Ltd

China Taiping Insurance (Singapore) Pte Ltd

ETIQA Insurance Pte Ltd

Friends Provident International Ltd, Singapore Branch

HSBC Insurance (Singapore) Pte. Limited

Income Insurance Limited

Manulife (Singapore) Pte Ltd

Quilter International

Raffles Health Insurance Pte Ltd

Singapore Life Ltd

Swiss Life (Singapore) Pte Ltd

Tokio Marine Life Insurance Singapore Ltd

Transamerica Life (Bermuda) Ltd

Utmost Worldwide

4. Investment Products / Collective Investment Scheme (CIS)

CMIA Capital Partners Pte Ltd

FinEx Asia Investment Limited

Firstmac Limited

Havenport Investments Pte Ltd

IP Investment Management Pte Ltd

Man Investments (Australia) Limited

Man Investments (Hong Kong) Limited

Quantum Funds Management Limited

Superfund Financial (Singapore) Pte Ltd

5. Collective Investment Schemes (CIS) – Transaction Platforms

iFast Financial Pte Ltd

Navigator Investment Services Ltd

 

6. Fund Houses on Transaction Platform

abrdn Asia Limited

AllianceBernstein (Singapore) Ltd. (“ABSL”)

Allianz Global Investors Singapore Ltd

Allspring Funds Management

Amundi Singapore Ltd

BlackRock (Singapore) Limited

BNP Paribas Asset Management

BNY Mellon Investment Management Singapore Pte. Limited

Canaccord Genuity Wealth (International) Limited

Columbia Threadneedle Investments (Lux)

Dimensional Fund Advisors

Duxton Asset Management Pte. Ltd

DWS Investments Singapore Limited

Eastspring Investments (Singapore) Limited

Eurizon Capital S.A

Fidelity International

First Sentier Investors

Franklin Templeton Investments

Fullerton Fund Management Company Ltd

Fundsmith LLP OEIC

Goldman Sachs Asset Management

HSBC Global Asset Management (Singapore) Ltd

Janus Henderson Investors (Singapore) Ltd

J.P. Morgan Asset Management

iFAST Fund Management

Kotak Mahindra (UK) Limited

Legg Mason Asset Management Singapore Pte Ltd

LionGlobal Investors Limited

Man Investments Limited

Manulife Investment Management (Singapore) Pte. Ltd.

Matthews Asia

Natixis Investment Managers

Neuberger Berman

Nikko Asset Management Asia Limited

NN Investment Partners

Phillip Capital Management

PIMCO Asia Pte Ltd

PineBridge Investments Singapore Limited

Pioneer Investments

RHB Asset Management Pte Ltd

Schroder Investment Management

SHK Fund Management

Superfund Financial (Hong Kong) Ltd

UBS Asset Management (Singapore) Ltd

UOB Asset Management

Vanguard Investments Singapore Pte Ltd

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