FINANCIAL ADVISER

TallRock Capital Pte Ltd; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a Financial Planner to provide holistic financial planning for individuals. The ideal candidate will have at least 1 year of financial planning experience and hold relevant CMFAS exams. Responsibilities include managing client portfolios and generating new clients through effective marketing techniques.

Qualifications

• A minimum of 1 year of work experience in financial planning.
• Must hold relevant CMFAS exams: M5, M8, M8a, M9, M9a, and HI.
• Must have a minimum book size of at least $20m AUA.

Responsibilities

• Full holistic financial planning for individuals in Singapore.
• Generate new clients through effective marketing.
• Provide tailored solutions for life insurance and investments.
• Manage and review clients' financial portfolios.

Skills

Client communication

Financial planning

UK Tax knowledge

Effective marketing techniques

Job description

Roles & Responsibilities

• Full holistic financial planning for individuals in Singapore.
• Generating new clients through effective marketing techniques and resources available.
• Assessing each individual client needs and providing them with bespoke tailored solutions from; Life Insurance, Retirement Planning, Pension Transfer, Trust Planning, Lump Sum Investments and efficient tax vehicles is required.
• Responsible for effective management of these portfolios and constant review of the performance of these portfolios.
• In-depth knowledge of UK Tax, Domicility & Inheritance Tax planning
• Be able to converse with British clients about pensions (Defined
• Treatment of USA shares for non-US citizens

Work Experience

A Minimum of 1 years’ work experience in financial planning

Must have exams: M5, M8, M8a, M9, M9a and HI CMFAS exams

Must have a minimum book size to bring to TallRock of at least $20mAUA (Assets Under Advise)