AVP - Financial Advisory

1 Finance; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a Financial Advisory professional to lead client engagements and team management. The role involves understanding client needs, ensuring adherence to financial plans, and conducting regular portfolio reviews. The ideal candidate should possess an MBA in Finance and relevant certifications, with strong interpersonal and problem-solving skills. The firm promotes a culture of trust and reliability, focusing on delivering exceptional service to clients.

Qualifications

• Exceptional interpersonal and communication skills are essential.
• Ability to explain complex financial concepts in a relatable manner.
• Proven ability to manage, mentor, and motivate high-performance teams.

Responsibilities

• Serve as the primary point of contact for clients.
• Ensure adherence to regulatory guidelines and internal quality standards.
• Conduct regular reviews of client portfolios.

Skills

Interpersonal skills

Communication skills

Leadership

Analytical skills

Customer service

Problem-solving skills

Relationship building

Education

MBA in Finance

CFP

CWM

NISM XA & XB certifications

Tools

Financial software

Microsoft Office Suite

Sales Force

Yardi

Job description

As the Financial Advisory at our company based in Delhi, you will be responsible for serving as the primary point of contact for our clients. Your role will involve ensuring a seamless and enriching financial journey for our clients from onboarding through ongoing engagement. You will need to understand and articulate the full spectrum of services offered by 1 Finance to align client needs with appropriate solutions.Leading the team in delivering prompt, accurate, and empathetic responses to client queries across personal finance advisory will be a key aspect of your responsibilities. You will work closely with advisors, product experts, and cross-functional teams to curate and coordinate customized financial solutions for each client. Additionally, conducting team reviews to ensure alignment with the company's philosophy and the unique needs of each client will be part of your duties.Proactively engaging with clients to ensure execution of their personalized financial plans and behavioural nudges, while overseeing overall plan adherence, will be crucial. You will also need to conduct regular reviews of client portfolios and ensure alignment with their evolving life goals and financial priorities. Implementing a concierge-style service culture rooted in trust, reliability, and expertise is vital for this role.Tracking and analyzing service performance metrics and client feedback to drive continuous improvements will be expected. Ensuring all communication and activities adhere to regulatory guidelines and internal quality standards is of utmost importance. Managing a team to ensure delivery excellence and career development will also be a part of your responsibilities.Your role will involve conducting in-person meetings to foster client relations and actively contributing to marketing initiatives to enhance outreach and brand visibility. You should possess exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a relatable manner. A deep understanding of personal advisory domains such as loans, insurance, investments, taxation, estate planning, and cash flow planning is required.Having a client-first mindset with a strong focus on relationship building and problem-solving is essential. You should have a proven ability to manage, mentor, and motivate high-performance teams. Being a structured and analytical thinker with experience in managing service-level metrics and process improvements is advantageous. High adaptability in fast-paced, agile environments is also a desired skill.Qualifications for this role include an MBA in Finance, CFP, CWM, NISM XA & XB certifications.,

Sign-in & see how your skills match this job

Sign-in & Get noticed by top recruiters and get hired fast

Credit assessment, Interpersonal skills, Communication skills, Leadership, Team management, Analytical skills, Customer service,Problemsolving skills, Relationshipbuilding, Financial software, Financial tools

Tax Advisory, Financial Planning, Legal, Trusts, Client Relationship Management, Communication Skills,CrossBorder Structures, Charitable Giving Strategies, Collaboration Skills

Pensions, Investments, Estate Planning, Interpersonal Skills, IT Skills, Analytical Skills, Report Writing, Verbal Communication, Time Management, Caseload Management,Regulated Financial Planning, Financial Regulations, AML Requirements, Suitability Reports, Continuous Professional Development, Numerical Skills, Research Skills, Client Relationship Building, Attention to Detail

Accounting, Leadership, Team Management, Reconciliation, Financial Reporting, Excel, Communication, Interpersonal Skills, Strategic Thinking, Leadership Skills, Coaching,Microsoft Office Suite, Innovative Solutions, Motivation, Influence, Yardi, Sales Force, Real Estate

Credit assessment, Interpersonal skills, Communication skills, Leadership, Team management, Analytical skills, Customer service,Problemsolving skills, Relationshipbuilding, Financial software, Financial tools

Tax Advisory, Financial Planning, Legal, Trusts, Client Relationship Management, Communication Skills,CrossBorder Structures, Charitable Giving Strategies, Collaboration Skills

Pensions, Investments, Estate Planning, Interpersonal Skills, IT Skills, Analytical Skills, Report Writing, Verbal Communication, Time Management, Caseload Management,Regulated Financial Planning, Financial Regulations, AML Requirements, Suitability Reports, Continuous Professional Development, Numerical Skills, Research Skills, Client Relationship Building, Attention to Detail

Accounting, Leadership, Team Management, Reconciliation, Financial Reporting, Excel, Communication, Interpersonal Skills, Strategic Thinking, Leadership Skills, Coaching,Microsoft Office Suite, Innovative Solutions, Motivation, Influence, Yardi, Sales Force, Real Estate