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 advise clients about British pensions (Defined Benefit and Defined Contributions), ISA's, domicility and Inheritance Tax.
- Able to advise clients about 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 of at least $20mAUA (Assets Under Advise)
EA licence: 15C7529
EA Personnel R1985185
