This role requires applicants to have an existing client base with assets under management of at least $10mn in Singapore, with the potential to port that AUM to IPP (respecting any contractual stipulations and limitations in that regard).
We are looking for young, dynamic associates who are looking to for a flexible opportunity to make extra income on the sidelines. Prior experience is not required and associate is able to work from home.
Job Responsibilities
Attend to customers and provide financial advice.
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This role requires applicants to have an existing client base with assets under management of at least $10mn in Singapore, with the potential to port that AUM to IPP (respecting any contractual stipulations and limitations in that regard).
is a wholly-owned subsidiary of Great Eastern Holdings Limited and is a member of the OCBC Group. As a licensed Financial Adviser, GEFA brings together a suite of insurance solutions and wealth management opportunities for the client.
This role requires applicants to have an existing client base with assets under management of at least $10mn in Singapore, with the potential to port that AUM to IPP (respecting any contractual stipulations and limitations in that regard).
Developing strategies focused on achieving the clients financial goals.
Analysing a clients financial status, developing client value proposition plans based on the understanding of financial data, and discussing financial objectives with the client.
Advising clients on appropriate investment products, financial and wealth management services/products. This includes preparing and submitting recommendation documents to implement a plan selected by the client.
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