Financial Advisor Singapore
5 days ago
Singapore-based Independent Resourcing Consultancy Ltd is a pioneering, independent financial advisory consultancy, committed to safeguarding the financial futures of its clients. With UK-qualified financial advisers at the helm, the company excels with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace.
Job Description
Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions. Engaging directly with clients, they assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients' nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning. Wealth Managers will also gain access to a bespoke CRM system developed in-house by former Wealth Managers.
Required Skills and Qualifications
A strong interest in pursuing or advancing a career in Financial Services is essential. Exceptional communication skills and professionalism are required. Driven by success and targets, highly motivated individuals with a positive outlook are sought after. Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves. The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.
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