- To source for and advise affluent and/or High Net Worth clients on comprehensive financial planning, with a specialization in RetireWell, our proprietary Retirement Planning methodology.
- To provide risk coaching to clients on an ongoing basis
- Managing client relationship for the long term
Regulatory Licenses: M5, M6, M8, M8A, M9, M9A
Minimum University Bachelor’s Degree
At least 3 years of experience as a Priority banker or other related experience
Aspire to build a sizeable client base with a good recurring income
Client Segment: HNW, Affluent
Email your cover letter and resume to us at email@example.com
As a licensed financial adviser and a registered fund management company with Monetary Authority of Singapore, We are more than able to help you do general financial planning work. However, over the years, we have come to be known as a specialist in retirement planning.
Although we can rave about our unique business model (we are after all the first and probably still only fee for service firm in Singapore), our robust advisory process (our team of consultants work with a team of in-house specialists to deliver all solutions to clients) or even our highly experienced team of professionals, the biggest difference you will experience from us, is really found in our purpose.
We are a boutique-sized, professional practice firm that focuses on doing the right thing.
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