Independent Wealth Adviser: Build Your Practice & Impact

OAKTREE CONSULTING; Singapore; On-site; SGD 70,000 - 110,000; Full time

Benefits offered by this job

Certification sponsorship

Independent practice with support

Job summary

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.

Responsibilities

• 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.

Skills

Entrepreneurial mindset

Strategic thinking

Communication skills

Education

Bachelor's degree

M5 certification

M8/M8A/M9/M9A certifications

Job description

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.