Investment Advisor

IFAST FINANCIAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading investment advisory business in Singapore seeks a financial adviser to offer personalized financial advice on investments, insurance, and retirement planning. This role empowers advisers with FinTech solutions and includes a comprehensive training program with mentorship. Candidates with relevant qualifications and a strong interest in investment products are encouraged to apply, even without prior experience.

Benefits

Employee-like company benefits

Qualifications

• Excellent verbal and written communication skills required.
• Client-oriented, meticulous and obliging disposition.
• Candidates with experience in investment products might have an advantage.

Responsibilities

• Provide personalized financial advice on investments, insurance, and retirement planning.
• Build and maintain relationships with clients.
• Identify new business opportunities through networking and referrals.

Skills

Interpersonal skills

Communication skills

Client-oriented

Attention to detail

Interest in investment products

Education

GCE ‘A’ Level

International Baccalaureate Diploma

Diploma from a polytechnic in Singapore

Job description

People avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers at iGM share a common goal – to provide transparent, ethical and suitable advice to benefit their clients. With us, you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub along with our acceleration training program with mentorship.

Key Responsibilities:

• Provide personalized financial advice to clients on a wide range of financial matters, including investments, insurance, retirement planning.
• Build and maintain strong relationships with clients by understanding their needs and offering tailored solutions with a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance).
• Identifying new business opportunities through networking, referrals and outreach efforts.
• Conducting financial reviews and keep abreast of customer needs.
• Delivers support to clients, within and beyond office hours.
• Ensure all activities including regulated activities are in compliance with regulatory requirements and internal policies.

Requirements:

• Excellent interpersonal and communication skills, both verbal and written.
• Client-oriented, pleasant, meticulous and obliging disposition.
• Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
• Holds either one of the following qualifications:
• A full certificate in GCE ‘A’ Level;
• An International Baccalaureate Diploma qualification;
• A diploma awarded by a polytechnic in Singapore; or
• Any other academic qualification equivalent to the qualifications above.
• Certificates or exemptions from CMFAS/IBF modules will be advantageous.
• Candidates without working experience may apply.
• Solely on commission base scheme structure with employee-like company benefits.