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Client Adviser (CA)/ Relationship Manager (RM)
Are you a fresh graduate looking to start a career in the financial industry, an individual looking for a career switch or an experienced Insurance and Financial practitioner with loads of passion? We have the right platform to ensure your success as a client adviser. We are looking for an experienced Client Adviser who can advise individuals and businesses on wealth management.
Key Responsibilities:
• Understand our clients' current financial situations and curate a comprehensive financial plan to address their financial needs and achieve their financial goals.
• Recommend appropriate investment strategies to help clients make informed decisions about their investments.
• Assess our clients' insurance needs and offer suitable coverage options.
• Work closely with our clients to define financial goals and create a comprehensive financial plan to achieve them.
• Plan our clients' asset distributions such as wills and trusts upon their passing.
• Assist our clients in evaluating and mitigating financial risks by utilising risk management tools and diversifying their investments.
• Educate our clients about financial matters to ensure they understand our financial recommendations and are aware of the market trends and changes in financial regulations.
• Constantly monitor our clients' financial portfolios and adjust strategies to stay aligned with changing economic factors.
• Adhere to industry regulations and ethical standards, acting in the best interests of our clients.
Requirements:
• Minimum 21 years old and Singaporeans/PR holders only
• Minimum Local Diploma/Degree qualifications
• Possess strong analytical and communication skills.
• Sound understanding of financial markets and products.
• Ability to stay up to date with industry trends and changes in financial regulations.
• CMFAS M5, M9, M9A, HI (Required)
• CMFAS M8, M8A, M6, M6A, CGI (Optional)
Internship
Do you have a passion for the financial industry but you are still schooling? Why not join us as an intern where you get to learn about the financial industry and earn some bucks?