Investment Advisor

2 weeks ago

Singapore IFAST FINANCIAL PTE. LTD. Full time

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 at 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 along with our acceleration training program with mentorship.
Key Responsibilities:
Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning.
Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance).
Identifying new business opportunities through networking, referrals and outreach efforts.
Conducting financial reviews and keep abreast of customer needs.
Delivers support to clients, within and beyond office hours.
Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies.
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 CMFAS/IBF modules will be advantageous.
Candidates without working experience may apply.
Solely on commission base scheme structure with employee-like company benefits.
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