Investment Advisor – Singapore
Our new client out in Singapore is looking for an experienced financial advisor who would like to come to Singapore and build their career with them in this popular and regulated financial services center. Our client needs someone specifically who can look after an existing book of business.
Our client specializes in wealth management, investments, insurance planning, and comprehensive financial planning, with a commitment to ensuring lifelong financial success and independence for its clients. The firm prioritizes its client’s financial goals, delivering impartial and comprehensive financial advice tailored to their interests and needs. Backed by thorough research, our client provides access to the most suitable financial products, including life insurance, investment solutions, retirement planning, and education planning.
Key Responsibilities:
- Provide comprehensive financial advisory services to an established client base.
- Develop personalized financial plans encompassing investments, insurance, retirement, and estate planning.
- Stay abreast of market trends and regulatory changes to offer informed advice.
- Foster and maintain strong client relationships, ensuring exceptional service and client satisfaction.
Qualifications:
For Local Candidates:
- Regulatory Status: Must be currently residing in Singapore and authorized by the Monetary Authority of Singapore (MAS) to provide financial advisory services.
- Experience: Proven track record in financial advisory, with a deep understanding of the local market.
- Academic Credentials: You would need any rcognized university degree, unless you’re a permanent resident.
For International Candidates:
- Academic Credentials: You would need any rcognized university degree.
- Examination Requirements: Prior to commencing employment in Singapore, candidates must pass the relevant modules of the Capital Markets and Financial Advisory Services (CMFAS) Examination, specifically: M5, M8, M8A, M9, M9A, HI
- Regulatory Compliance: Successful lodging of a notification with MAS upon completion of the CMFAS examinations, as required before conducting any regulated activities in Singapore. Our client will assist and guide those coming from abroad with all local regulatory requirements.
Preferred Attributes:
- Strong interpersonal and communication skills.
- Ability to analyze complex financial information and provide clear, actionable advice.
- Commitment to continuous professional development and adherence to ethical standards.
Salary: $10k per month then bonuses on top of that.
Please note: Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
Daniel van Niekerk
Welcome to Prestige IFA Jobs, the premier international wealth management recruitment service. Since our establishment in 2016, we have earned a reputation as the go-to choice for discerning international wealth management and investment advisory firms around the world. At Prestige IFA Jobs, we redefine the art of headhunting in our industry. We stand unrivaled, leading the way with our unique approach and unmatched expertise. No one does what we do quite like us. Our commitment goes beyond simply matching a qualified candidate with a good IFA firm. We believe in finding the perfect synergy between candidate and company. With our extensive background in personal financial advisory across multiple countries, we take the time to deeply understand our candidates and our clients. So, when things go wrong, don't go wrong with them...because the successful warrior is the average man, but with laser focus.
