FINANCIAL ADVISER

Job Summary

Deliver comprehensive financial planning services for individuals in Singapore by assessing client needs and providing tailored solutions across insurance, retirement, pensions, trusts, investments, and tax planning.

Responsibilities

• Conduct full holistic financial planning for individual clients in Singapore to meet their financial goals.
• Generate new clients by applying effective marketing techniques and leveraging available resources.
• Assess individual client needs to develop bespoke solutions including Life Insurance, Retirement Planning, Pension Transfers, Trust Planning, Lump Sum Investments, and tax-efficient vehicles.
• Manage client portfolios actively and perform regular reviews to ensure optimal performance and alignment with client objectives.
• Apply in-depth knowledge of UK Tax, Domicility, and Inheritance Tax planning to advise clients accurately.
• Communicate effectively with British clients regarding pensions (Defined Benefit and Defined Contributions), ISAs, domicility, and Inheritance Tax matters.
• Advise on the treatment of USA shares for non-US citizens to ensure compliance and optimal financial outcomes.

Required competencies and certifications

• Minimum of 1 year of work experience in financial planning.
• Completion of RES5, CM-LIC, and HI (formerly M5, M8, M8a, M9, M9a, and HI) CMFAS exams.