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Financial Adviser, UK and AU specialization
2 weeks ago
This role is for a senior financial planning professional with an existing client base who has UK and AU qualifications. You will be responsible for business development, managing client relationships, working closely with your clients to develop comprehensive and personalized financial plans, implement an investment plan that aligns to their goals along with tax and estate planning. This role is good for someone who also wants to grow their client base with Brits or Aussies who are US based.
Qualifications
· Existing transferrable client base
· At least 10 years of experience and a proven track record in wealth management, wealth planning, relationship or private banking, preferably catering to HNWs and global families
- Strong understanding of investment products, wealth management strategies, and financial markets
- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with affluent clients
- Understanding of specialized areas such as tax, estate planning and insurance structuring
- High ethical standards, integrity, and a commitment to maintaining client confidentiality
- A Fiduciary who must act in their client's best interest at all times
- Willing to work with a transparent fee structure
- Team player, willing to help each other grow and succeed
- Certifications such as CFP, CFA, CAIA, CIMA, Chartered Insurance Institute (CII), DipPFS (UK) preferred
- Bachelor's degree in Finance, Business Administration, or a related field
- MAS / SEC (Series 65) and related experience are strongly preferred
- Long term commitment to Singapore
