Headquartered in Malaysia, our client operates throughout Central / SE Asia and has recently obtained an Asset Management licence to offer their discretionary portfolio management and private banking services from Singapore.
JOB DESCRIPTION:
As an Independent Financial Advisor, your role will be to work closely with clients in their medium to long term personal financial planning. You will be advising on the following areas:
- Wealth Management
- Pensions
- Lump Sum investments
- Regular savings
- Portfolio accounts
CANDIDATE REQUIREMENTS:
We require experience from the insurance industry, brokerage, banks or asset management. You would have the ability to work independently, and we hope you are self-driven, with a high capability to structure and plan your own work. You are a goal-oriented, very communicative and service-minded person with experience from working in teams. CII / CISI / CFP qualification or similar is required.
OFFER / PACKAGE:
- Salary or retainer dependent on potential trail income + trail + fund advisor fees
- Access to in-house Sharia-Compliant Robo-advisor
- Access to private banking platform to offer clients portfolio lending and preferential interest rates as well as debit and credit cards linked to investment accounts.
- 6 month training period available in their Academy
- Support for studying towards CISI, CFA, CII and Singapore Capital Markets and Financial Advisory Services Examinations
- Chance to become a full equity partner.
- In-house specialists in personal tax planning, portfolio and investment management, corporate tax and succession planning.
- Clients will have their own Portfolio and Investment Manager.