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Providend Client Adviser

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Caproasia.com is the leading platform for information, data, research and resource for the financial industry in Asia. Collectively, they manage more than $20 trillion assets in Asia in Investments, Fund Management, Asset Management, Private Banking, Wealth Management, Multi-Family Office, Family Office, Private Equity and Hedge Funds.


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.





For CEOs, Entrepreneurs, UHNWs, HNWs, Financial Professionals & Professional Investor searching for $3 million to $300 million financial services? Find corporate banks, private banks, loans, capital and more at The Financial Centre | TFC. Visit here and Register here

Spending millions and months searching for $3 million to $300 million clients. Finding clients just got easier. Let CEOs & Entrepreneurs and UHNWs & HNWs find you in seconds. Learn more

Managing, investing and advising millions & billions of assets in Asia? Join more than 10,000 ++ leading financial professionals at Caproasia.com | Become a Caproasia user here or sign up for Newsletter here and join 6,000 ++ leading financial professionals.

Caproasia.com is the leading platform for information, data, research and resource for the financial industry in Asia. Collectively, they manage more than $20 trillion assets in Asia in Investments, Fund Management, Asset Management, Private Banking, Wealth Management, Multi-Family Office, Family Office, Private Equity and Hedge Funds.