StickieMonies Hiring! Full Time Associate Director in - Ricebowl

Role Description

This is a full-time hybrid role for an Associate Director. The Associate Director will be responsible for building and maintaining client relationships, providing financial advice, and facilitating financial planning services.

Requirements

• Client Relationship Management, Financial Advising, and Financial Planning skills
• Strong communication and interpersonal skills
• Ability to analyse and interpret financial data
• Knowledge in wealth products and sound understanding in financial markets
• Experience working in the banking industry or financial services industry are a plus
• Minimum local Diploma or Bachelor's degree qualification.
• Relevant professional certifications such as CFA, CFP or AEPP are a plus
• Minimum 21 year old Singaporean or Singapore Permanent Residents only
• CMFAS M5, M9, M9A, HI (Required)
• CMFAS M8, M8A, M6, M6A, CGI, BCP, PGI (Optional)