Strategic Wealth Advisor
4 days ago
As a Strategic Wealth Advisor with Financial Alliance Pte. Ltd., you will play a pivotal role in expanding our high net worth client offering.
About UsWe are Singapore's largest, leading and award-winning Independent Financial Advisory Firm, renowned for offering unparalleled wealth management and financial planning solutions to individual and corporate clients.
Job DescriptionThis is an excellent opportunity for established Priority Bankers/Private Bankers/Relationship Managers/Client Advisors/Investment Consultant/Product Specialists with an existing book of clients to join our Independent Asset Management unit.
We are seeking independently minded bankers who are looking to establish their own business outside of the banking environment while providing the highest levels of service to their clients.
You will be responsible for driving asset development, growth, and revenue generation, leveraging your strong product knowledge in wealth management to advise clients on investment portfolios.
Responsibilities- OBTAIN AND MAINTAIN NECESSARY MAS LICENSES AND CPD REQUIREMENTS (CACS, RNF AND MAS CERTIFICATION)
- E nsure that all transactions/activities affecting banking and customer interactions are undertaken within the regulatory/legal boundaries and framework
- Ensure adherence to the company's policies and procedures
- EDUCATE CLIENTS ABOUT INVESTMENT OPTIONS AND POTENTIAL RISKS WHEN RECOMMENDING INVESTMENTS
A platform with comprehensive solutions to meet diverse client needs
A competitive package
Flexibility to balance work and life
Tell employers what skills you have
Asset Management
Front Office
Due Diligence
Financial Planning
Investments
Operational Risk Management
Banking
Financial Advisory
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