Financial Planner

OAKTREE CONSULTING; Singapore; Sur place; SGD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Certification sponsorship

Independent practice with support

Résumé du poste

OakTree Consulting in Singapore seeks an Adviser who will own and grow a wealth advisory practice, providing comprehensive financial guidance to clients and building lasting relationships.

You will operate with independence while receiving support from Advisory Group Partners and corporate divisions, with opportunities to attain professional certifications and to expand your client base through ethical, high-integrity service.

Qualifications

• Bachelor's degree in any discipline required.
• M5, M8, M8A, M9, M9A certifications preferred with support provided to attain them.
• Demonstrated ability to build and manage a professional wealth advisory practice.

Responsabilités

• Provide advisory services on wealth matters to clients.
• Expand the client base and maintain strong relationships with existing clients.
• Be technically and professionally competent in a wide range of financial services.
• Act with ethics and integrity while building a profitable business.

Connaissances

Entrepreneurial mindset

Strategic thinking

Communication skills

Formation

Bachelor's degree

M5 certification

M8/M8A/M9/M9A certifications

Description du poste

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.