Financial Adviser, UK and AU specialization
13 hours ago
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
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