Role Overview:
We are seeking a motivated individual to join our client advisory team, with a focus on serving High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role involves providing professional, compliant, and client-centric advisory services while leveraging our robust resources to build long-term relationships and deliver appropriate solutions.
Responsibilities:
- Develop and maintain trusted relationships with HNW/UHNW clients in line with regulatory and compliance standards.
- Conduct thorough needs analysis and provide suitable insurance and wealth solutions tailored to clients objectives.
- Advise on wealth preservation, succession, and legacy planning in alignment with clients best interests.
- Adhere to MAS and internal compliance requirements, including proper documentation and disclosure obligations.
- Contribute to team targets and support firm-wide initiatives, while upholding professional and ethical standards.
Qualifications:
- Relevant experience in financial advisory, insurance, or wealth management solutions.
- Strong understanding of client suitability assessment and MAS compliance requirements.
- Excellent communication, interpersonal, and relationship-building skills.
Why Choose Us
- Comprehensive Platform: Access a wide range of insurance and wealth management products through established partnerships, ensuring flexibility to meet diverse client needs.
- Client-Centric Approach: We prioritise suitability and long-term client interests in every advisory engagement.
- Professional Development: Structured training and development support to ensure advisors remain current with MAS guidelines and industry practices.
- Collaborative Culture: Join a supportive and dynamic environment with a strong emphasis on compliance, ethics, and client service excellence.
