IAM, a group of like-minded financial professionals. Being the first client commitment program in Singapore, we aim to create a holistic and educational space for valued clients to network with each other and unite over common passions.
Since the start of our journey in 2019, we are happy to have positively impacted so many of you.
Our international client base covers an extensive range of client types from high net worth private individuals through family offices, trusts, endowments, professional intermediaries, captive insurers and pension funds to government reserve funds and central banks.
Our international client base covers an extensive range of client types from high net worth private individuals through family offices, trusts, endowments, professional intermediaries, captive insurers and pension funds to government reserve funds and central banks.
Associate(IAMAdvisory Group(HSBC Life) - Singapore)
About the job:
We are seeking dynamic and results-driven individuals for the position of, Associate - Financial Portfolio Advisory and Management, to join our team. The successful candidate is expected to be responsible for identifying and training junior associates, to ensure that the associates are equipped with the adequate knowledge and skills set to do a thorough financial needs analysis and be able to marry complex Fintech financial models to our clients financial needs, while maintaining high standards of professionalism and integrity.
Our ideal candidate:
● Desires to have a long term sustainable career in the financial services sector
● Agrees that providing the right insurance and investments advisory to end clients is of utmost importance
● Likes to research and do analysis work with financial data, including market trends, financial statements, and investment opportunities
● Prefers to work with the market leaders to provide holistic financial advisory services
● Candidates with adequate qualifications and experience may be considered for the agency
Responsibilities:
● Develop and execute strategic business growth plans
● Identify potential new clients and serve clients' financial needs with our holistic proprietary Fintech planning models
● Recommend suitable financial solutions for clients in both wealth accumulation and wealth protection
● Conduct regular review of clients' financial portfolios to ensure they are aligned with their financial goals and objectives, as life stages changes
Qualifications required:
● Minimum GCE A Level or Local Diploma
● Professional CMFAS papers preferred but not mandatory as you can take the papers If you are selected Benefits of joining IAM Advisory Group (IAM)
● Proven online and offline lead generation tools for associates to acquire and nurture client base
● Turn-key proprietary systems to enable business productivity, sustainability and revenue generation ● Timely and regular professional development
● Our reviews, https://g.co/kgs/Z9MFMB
Note: IAM Advisory Group (IAM) is a group of agency units representing HSBC Life(Singapore) Pte Ltd. (Reg. No. 199903512M)
Related Job Searches:
- Company:
IAM Advisory Grp Pte Ltd(HSBC Life) - Designation:
Financial Advisory Associate - Profession:
Consulting - Industry:
Finance - Location:
Downtown Core