FINANCIAL CONSULTANT (EXPAT WEALTH MARKET)

Overview

Financial Consultant with the focus in the expat wealth management

market in Singapore to counsel clients on potential investment

opportunities, by exercising their knowledge of investment

strategies, securities, tax laws, pension plans, real estate, and

insurance.

Determine the client's assets,

liabilities, cash flow, insurance coverage, tax status, and

financial objectives in order to suggest financial alternatives

that will co-ordinate with both the client's short term and long

term financial goals.

Key

Responsibilities :

Analysis of client's financial status, developing client

value proposition plans based on the understanding of financial

data, and discussion of financial objectives with the

client.

Build client relationships based upon

developing strategies focused on achieving the client's financial

goals through the use of financial and wealth management

solutions.

Establish relationships to ensure

that the client retains the Group and Consultant for wealth

management services over the longer term.

Prepare and submit recommendation documents to implement

a plan selected by the client.

Advise clients

on appropriate investment products, financial and wealth management

services / products.

Where applicable, refer the

client to other financial establishments / organisations to obtain

services outlined in the client value proposition plan that are

beyond the scope of services provided by St. James's

Place.

Regular ongoing contact with the client

to revise financial plans based on the review and modification of

client needs or changes in the investment market.

Arrange suitable insurance for the client, recommending

the amount and type of coverage based on a needs

analysis

Keep abreast of the financial

markets, constantly monitoring the specific investments in the

client's portfolios, and keep up to date with new investment

strategies and investment vehicles.

Develop

and cultivate a client base through on going servicing.

Attend Financial Advisers meetings and continuing

education sessions to retain and develop knowledge about products,

services, policies, and acquire the required relevant CPD

certification.

Prepare and deliver

presentations / seminars to clients and prospects for business

development purposes.

Comply with all industry

rules and regulations.

Work alongside local

Marketing Team to create an individual sales and marketing strategy

for cultivating new client relationships.

In-depth understanding of the expat wealth management

market in

Singapore

Other

duties : Adhere to

Company policies and procedures

Deliver a

Client centric advisory process covering the holistic needs of

clients both investment and

protection

Qualifications

required : M5, M8, M8A,

M9, M9A, HI (essential)

CHFC or CFP accredited

(desired)

UK Financial Services qualifications

(an advantage)

Skills

and Requirements

Self-driven individual who has passion to

excel

Good communication and interpersonal

skills

Minimum 3 years' experience providing

face-to-face financial advice

Investment

experience or good knowledge of investments

Good understanding of Financial Planning / Wealth

Management advisory process

Knowledge in

UK / European / Australian financial services markets including but not

limited to Pension and Tax will be an added advantage

Relevant UK financial service qualifications an

advantage

Existing client base with proven

track record of turning prospects into investment

clients