Senior Investment Advisor

2 days ago

Singapore beBeeInvestment Full time $80,000 - $120,000

Job Title: Senior Investment Advisor


  We are seeking a Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for providing investment advice and guidance to clients.

  Key Responsibilities:

  • Conduct pre-transaction checks and due diligence
  • Review sales documents and supervisor assessments
  • Conduct call-backs to customers (survey)
  • Conduct audits on supervisor-call-back recordings
  • Ensure review conclusions are within expectations
  • Identify and communicate issues uncovered and carry out follow-up actions
  • Generate and prepare regular reports for monitoring, tracking, and reporting purposes
  • Support in process reviews and SOP updates
  • Implement initiatives, monitor processes, and conduct constant reviews to ensure compliance with supervisors' and advisers' expected competency standards
  • Undertake projects and execute activities assigned to the team

  Required Skills and Qualifications:

  • At least a diploma and above
  • Knowledge of Sales Advisory, regulatory requirements/standards
  • Sales supervisory experience in validating fact find, needs analysis and basis of recommendation
  • Knowledge of life insurance products and FAA investment products
  • Proficiency in a second language, preferably Mandarin or Malay
  • Familiarity with the relevant industry and regulators' requirements and developments

  Benefits:

  • Opportunity to work with a dynamic team
  • Chance to develop your skills and expertise
  • Competitive salary and benefits package

  Others:

  • Have passed relevant licensing examinations: CMFAS Module 5, 8, 8A, 9, 9A, and Certificate in Health Insurance; or equivalents
  • At least 1 year of experience in training and competence in sales advisory/compliance audit in the Financial Services industry; or experience in validating sales advisory
  • Proficient in Microsoft Office – Word and Excel
  • Good verbal and written communication skills
  • Meticulous, independent and able to work well in a team
  • Strong analytical skills and a problem-solver

  Apply now and take the first step towards an exciting career opportunity

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