Investment Advisor

Responsibilities:

Many people avoid adviser-assisted financial planning due to a lack of trust. iFAST Global Markets (iGM) is an investment advisory business launched to tackle this issue head-on – by giving clients full commission transparency in insurance and investment products. Advisers on iGM share a common goal – to provide transparent, ethical and suitable advice to benefit their clients. With us, you will be empowered with FinTech to provide personalised wealth management solutions and develop a personal wealth management hub.

We are looking for someone:

• To provide personalised wealth management solutions to clients and help them grow their assets
• To recommend a range of wealth management products (unit trusts, ETFs, direct bonds, stocks, insurance) to fulfil clients’ needs
• To actively source for new clients on your own initiative
• To service clients acquired by the company’s lead generation capabilities
• Keep abreast of customer needs and investment market trends
• Deliver effective and efficient support to clients, within and beyond office hours

Requirements:

• Excellent interpersonal and communication skills, both verbal and written
• Client-oriented, pleasant, meticulous and obliging disposition
• Strong interest in investment products. Candidates with the relevant experience will have an added advantage.
• Holds either one of the following qualifications:
• A full certificate in GCE ‘A’ Level;
• An International Baccalaureate Diploma qualification;
• A diploma awarded by a polytechnic in Singapore; or
• Any other academic qualification equivalent to the qualifications above
• Certificates or exemptions from the following CMFAS/IBF modules will be advantageous: M1A, M5, M6, M6A, M8, M8A, M9, M9A
• Candidates without working experience are encouraged to apply
• Solely on an attractive commission base scheme structure