Company Description
Meridian Global Advisory Pte Ltd is a leading financial advisory firm in Singapore known for its dedication to client-centric service. The firm's vision is to create comprehensive financial plans that ensure sustainable and successful futures for its clients. Guided by a philosophy of prioritizing people, Meridian Global Advisory is recognized for its commitment to delivering personalized financial solutions. The company constantly strives to uphold its reputation as a trusted partner in navigating complex financial landscapes.
Role Description
We are expanding our team to better serve highnetworth investors who prioritize expertise, transparency, and a digitalfirst wealth experience. We are looking for an Independent Financial Advisor responsible for assessing clients financial profiles, delivering tailored financial and investment guidance, and developing comprehensive wealth, retirement, and portfolio strategies.
- As a frontline advisor, you will focus on acquiring and deepening relationships across the affluent and highnetworth segmentsincluding professionals, business owners, and accredited investors. You will play a key role in driving AUM growth and expanding our client network. Conduct and organize client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. If you are passionate about financial markets and confident engaging sophisticated investors, we would love to hear from you.
Qualifications
- Strong knowledge and expertise in Financial Planning, Retirement Planning, and Investments
- Develop financial proposals, portfolio diagnostics, and implementation plans in line with client goals.
- Stay up to date with market trends, portfolio strategy developments, and regulatory changes
- Drive new client acquisition event and AUM growth
- Excellent interpersonal, communication, and customer service skills
- Results-oriented, self-motivated, and comfortable in a dynamic, high-growth environment.
- Professional certification such as CMFAS, Certified Financial Planner (CFP) or equivalent is an advantage
- Strong knowledge of life insurance solutions for HNW clients.
