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Providend Client Adviser

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Providend Client Adviser

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Responsibilities

  • To source for and advise affluent and/or High Net Worth clients on comprehensive financial planning, with a specialization in RetireWell, our proprietary Retirement Planning methodology.
  • To provide risk coaching to clients on an ongoing basis
  • Managing client relationship for the long term

Requirements

  • Regulatory Licenses: M5, M6, M8, M8A, M9, M9A
  • Minimum University Bachelor’s Degree
  • At least 3 years of experience as a Priority banker or other related experience
  • Aspire to build a sizeable client base with a good recurring income

 

Read the full job details at Jobs Center

 





About Providend

As a licensed financial adviser and a registered fund management company with Monetary Authority of Singapore, We are more than able to help you do general financial planning work. However, over the years, we have come to be known as a specialist in retirement planning.





Join more than 4,000 ++ leading financial professionals in Asia. Sign up here. Are you a Private Banker? Sign up here.

For financial professionals managing assets or advising client , sign up here. Gain advantage today as a Caproasia user. For existing Caproasia user, contact your regional representative.