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For Companies At a Glance
- Tasks: Provide tailored financial advice and develop personalised plans for clients.
- Company: Join a leading firm in Singapore focused on wealth management and financial independence.
- Benefits: Enjoy a competitive salary of $10,000 plus bonuses and support for regulatory requirements.
- Why this job: Build your career in a vibrant financial hub while making a real impact on clients' lives.
- Qualifications: Must have a recognised degree and at least three years of experience in financial advisory.
- Other info: Ideal for experienced investment advisors looking to thrive in a client-facing role.
The predicted salary is between 6000 - 14000 £ per month.
Our new client out in Singapore is looking for an experienced financial advisor who would like to come to Singapore and build their career with them in this popular and regulated financial services centre. Our client needs someone specifically who can look after an existing book of business. Our client specializes in wealth management, investments, insurance planning, and comprehensive financial planning, with a commitment to ensuring lifelong financial success and independence for its clients. The firm prioritizes its client’s financial goals, delivering impartial and comprehensive financial advice tailored to their interests and needs. Backed by thorough research, our client provides access to the most suitable financial products, including life insurance, investment solutions, retirement planning, and education planning.
Key Responsibilities:
- Provide comprehensive financial advisory services to an established client base.
- Develop personalized financial plans encompassing investments, insurance, retirement, and estate planning.
- Stay abreast of market trends and regulatory changes to offer informed advice.
- Foster and maintain strong client relationships, ensuring exceptional service and client satisfaction.
Qualifications:
For Local Candidates:
- Regulatory Status: Must be currently residing in Singapore and authorized by the Monetary Authority of Singapore (MAS) to provide financial advisory services.
- Experience: Proven track record in financial advisory, with a deep understanding of the local market.
- Academic Credentials: You would need any recognized university degree, unless you’re a permanent resident.
For International Candidates:
- Academic Credentials: You would need any recognized university degree.
- Examination Requirements: Prior to commencing employment in Singapore, candidates must pass the relevant modules of the Capital Markets and Financial Advisory Services (CMFAS) Examination, specifically: M5, M8, M8A, M9, M9A, HI.
- Regulatory Compliance: Successful lodging of a notification with MAS upon completion of the CMFAS examinations, as required before conducting any regulated activities in Singapore. Our client will assist and guide those coming from abroad with all local regulatory requirements.
Preferred Attributes:
- Strong interpersonal and communication skills.
- Ability to analyze complex financial information and provide clear, actionable advice.
- Commitment to continuous professional development and adherence to ethical standards.
Please note: This position would typically suit experienced investment advisory candidates who want to come and work in Singapore, or are already living and working in Singapore. A minimum of three (3) years experience working in the wealth management industry is a requirement. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required experience.
Associate Financial Advisor – Singapore employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Advisor – Singapore
✨Tip Number 1
Network with professionals in the financial advisory sector in Singapore. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the market and may lead to referrals.
✨Tip Number 2
Familiarise yourself with the Capital Markets and Financial Advisory Services (CMFAS) Examination requirements. If you're an international candidate, start preparing for the relevant modules early to ensure you meet the regulatory compliance needed to work in Singapore.
✨Tip Number 3
Stay updated on the latest market trends and regulatory changes in Singapore's financial services sector. This knowledge will not only help you in interviews but also demonstrate your commitment to providing informed and relevant advice to clients.
✨Tip Number 4
Prepare to showcase your interpersonal and communication skills during the interview process. Since this role is client-facing, being able to demonstrate how you build and maintain strong client relationships will be crucial in landing the job.
We think you need these skills to ace Associate Financial Advisor – Singapore
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advisory, particularly in wealth management. Emphasise your track record with clients and any relevant qualifications, especially those related to the CMFAS examinations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the local market in Singapore and your commitment to client satisfaction. Mention specific examples of how you've helped clients achieve their financial goals.
Highlight Relevant Qualifications: Clearly list your academic credentials and any certifications you hold that are relevant to the role. If you're an international candidate, mention your plans to complete the CMFAS examinations and your understanding of the regulatory requirements.
Showcase Interpersonal Skills: In your application, provide examples of how you've built and maintained strong client relationships. This is crucial for a client-facing role, so demonstrate your communication skills and ability to provide actionable advice.
How to prepare for a job interview at Prestige IFA Jobs
✨Know Your Client Base
Familiarise yourself with the existing book of business you'll be managing. Understand the demographics and financial needs of the clients to demonstrate your readiness to provide tailored advice during the interview.
✨Stay Updated on Regulations
Since the role requires compliance with local regulations, ensure you are well-versed in the Monetary Authority of Singapore's guidelines. Being able to discuss recent regulatory changes will show your commitment to ethical standards.
✨Demonstrate Financial Acumen
Prepare to discuss your previous experience in wealth management, focusing on specific cases where you successfully developed financial plans. Highlight your analytical skills and how you've provided actionable advice to clients.
✨Showcase Interpersonal Skills
As this is a client-facing role, be ready to exhibit your strong communication and relationship-building skills. Share examples of how you've maintained client satisfaction and fostered long-term relationships in your past roles.
