Client Advisor

5 months ago


Singapore FINANCIAL ALLIANCE PTE. LTD. Full time
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: jonathanoh@fa.sg


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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