Geylang - Financial adviser
Geylang Full-time
Roles & Responsibilities
- Full holistic financial planning for individuals in Singapore.
- Generating new clients through effective marketing techniques and resources available.
- Assessing each individual client needs and providing them with bespoke tailored solutions from; Life Insurance, Retirement Planning, Pension Transfer, Trust Planning, Lump Sum Investments and efficient tax vehicles is required.
- Responsible for effective management of these portfolios and constant review of the performance of these portfolios.
- In-depth knowledge of UK Tax, Domicility & Inheritance Tax planning
- Be able to converse with British clients about pensions (Defined
- Benefit and Defined Contributions),ISA’s, domicility and Inheritance Tax.
- Treatment of USA shares for non-US citizens
Work Experience
A Minimum of 1 years’ work experience in financial planning
Must have exams: M5, M8, M8a, M9, M9a and HI CMFAS exams
Must have a minimum book size to bring to TallRock of at least $20mAUA (Assets Under Advise)
Monetary Authority Of SingaporeGeylang
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Invictus AdvisorySingapore River, 7 km from Geylang
Us?
• Learn Fast, Grow Faster
Not just theory — real hands-on training, personal mentorship, and confidence that sticks.
• Money Smarts for Life
Understand your own finances. Learn how to help others build wealth too.
• Clear Career Progression...
Toa Payoh, 4 km from Geylang
Roles & Responsibilities
• Full holistic financial planning for individuals in Singapore.
• Generating new clients through effective marketing techniques and resources available.
• Assessing each individual client needs and providing them...