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Investment Advisor

1 week ago

Singapore iFAST Financial Pte Ltd Full time

Responsibilities:
Many people avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers on iGM share a common goal – to provide transparent, ethical and suitable advice to benefit their clients. With us, you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub.
Provide personalised wealth management solutions to clients and help them grow their assets.
Recommend a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance) to fulfil clients’ needs.
Actively source for new clients on your own initiative.
Service clients acquired by the company’s lead generation capabilities.
Keep abreast of customer needs and investment market trends.
Deliver effective and efficient support to clients, within and beyond office hours.
Requirements:
Excellent interpersonal and communication skills, both verbal and written.
Client-oriented, pleasant, meticulous and obliging disposition.
Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
Holds either one of the following qualifications:
A full certificate in GCE ‘A’ Level;
An International Baccalaureate Diploma qualification;
A diploma awarded by a polytechnic in Singapore; or
Any other academic qualification equivalent to the qualifications above.
Certificates or exemptions from the following CMFAS/IBF modules will be advantageous: M1A, M5, M6, M6A, M8, M8A, M9, M9A.
Candidates without working experience are encouraged to apply.
Solely on an attractive commission base scheme structure.
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