Financial Advisors

OAKTREE CONSULTING; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Attractive remuneration package

Job summary

OAKTREE CONSULTING seeks an Adviser who will build and manage a wealth advisory practice, advising clients on wealth matters and guiding them toward financial security. You will develop long-term client relationships, expand your network, and operate with high integrity.

The role welcomes fresh graduates and professionals with an interest in wealth advisory and investments, offering support for professional certifications and a path to independent practice.

Qualifications

• Entrepreneurial mindset to establish a wealth advisory practice.
• Strong interpersonal and relationship management skills.
• Ability to communicate complex ideas clearly and simply.

Responsibilities

• Provide advisory services on wealth matters to clients.
• Expand the client base and maintain strong relationships with existing clients.
• Be ethical and trustworthy with a high standard of integrity.

Skills

Enterprising

Relationship management

Effective communication

Education

Bachelor’s degree

M5/M8/M8A/M9/M9A certifications

Job description

As a trusted Adviser, you carry the responsibility of advising your clients on all wealth matters to ensure that they achieve lifetime financial security and success. As your clients begin to recognise the positive impact you have on their lives, you will know you have succeeded professionally.

As an Adviser, you are a business owner and enjoy independence and the freedom to manage your time. You will benefit from the continuous support of our corporate divisions and Advisory Group Partners who will help you to develop and grow your business, including the support provided to help attain Professional Certifications.

Roles and Responsibilities:

• Be technically and professionally competent in a wide range of comprehensive financial services, with a focus on specialized services
• Provide advisory services on all wealth matters to clients
• Expand the client base and maintain strong relationships with existing clients
• Be ethical and trustworthy, maintaining at all times a high standard of integrity

Essential Skills:

• Be enterprising and industrious with a desire to establish a professional practice in wealth advisory and consulting
• Be a strategic thinker and problem solver with good interpersonal and relationship management skills
• Be able to communicate effectively; explain complex ideas/concepts to the layman with accuracy

Education and Professional Certifications:

• Bachelor's degree in any discipline
• M5, M8, M8A, M9, M9A preferred (Support will be provided to attain these certifications)

Other Requirements & Pertinent Information:

• You will be rewarded with attractive remuneration packages as you help to build a profitable and stable business together if you are willing to work hard.

We welcome fresh graduates and working professionals who has a keen interest for wealth advisory/investments and a desire to help others succeed financially.

We look forward to sharing more about how we can help you build a successful wealth advisory practice.