IFAST Financial Pte. Ltd. is seeking a Wealth Adviser to provide tailored financial advice to clients in Singapore. The ideal candidate should possess strong interpersonal skills, a finance-related degree, and a keen interest in investment products
Job Summary
The role involves providing personalized financial advice to clients on investments, insurance, and retirement planning.
Candidates must be able to liaise with Chinese-speaking associates or clients using conversational Chinese.
The position requires adherence to all regulatory requirements and internal policies regarding regulated activities.
Matching Summary
Match Score: 85
IFAST Financial Pte. Ltd. is seeking a Wealth Adviser to provide tailored financial advice to clients in Singapore. The ideal candidate should possess strong interpersonal skills, a finance-related degree, and a keen interest in investment products.
Skills & Requirements
Must-have
Bachelor Degree in finance or related field
Excellent verbal and written communication skills
Strong interest in investment products
Nice-to-have
Conversant in Chinese language
Client-oriented and meticulous disposition
Relevant experience in wealth management
Key Requirements
Bachelor Degree from internationally recognised universities
CMFAS/IBF modules certificates or exemptions advantageous