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Financial Planner
We currently have an excellent opportunity for an experienced Expat Financial Planner in Singapore. Experience in Australia will be preferable.
Duties will include:
Help grow and develop the financial planning client base.
Provision of comprehensive Financial Planning advice to clients encompassing strategies such as Investments, Superannuation, Insurance and other Wealth Protection.
Conduct regular client reviews and monitor investment portfolios.
Work with other Advisers to build up referral network.
There will not be a strict requirement to aggressively grow the client base.
The right candidate will be:
Client focused and have a willingness to help and support our existing clients in achieving their goals and objectives.
Committed to ethical and compliant dealings with clients.
Have a good understanding of the current Australian legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
Enjoy working autonomously as well as within our team.
To be successful in the role you will need:
A minimum of 2 years experience as a Financial Planner with a minimum qualification of Advanced Diploma of Financial Services and a Masters qualification will be considered favourably.
CFP completion will also be considered favourably.
Prepared to complete any additional education requirements if necessary determined by FASEA https://www.fasea.gov.au/ - however applicants who have completed these requirements will be viewed favourably.
Registered as a Financial Planner prior to 1st of January 2019
Excellent written and verbal organisational and communication skills.
High attention to detail.
Ability to drive and develop internal and external relationships.
Please Login and use the Contact User form to contact the advertiser directly.
Latest Forum Posts
BTW, for those who are looking for BG, here is the instructions from DBS.
https://www.dbs.com.sg/personal/support/loans-bankers-guarantee-application.html?pid=sg-dbs-pweb-locator-txtlink-applying-bankers-guarantee-for-individuals
Apply for Banker’s Guarantee
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Learn more about the list of documents required and how to apply for Banker's Guarantee at the branch.
How to Apply for Banker’s Guarantee
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You and the joint-accountee (if any) will be required to be present at the branch, with all the required documents for the application.
List of documents required:
1. You must have a fixed deposit account with us, with a placement of deposit equivalent to the BG amount and an auto-renewal maturity instruction.
2. Banker’s guarantee format must be editable (e.g. Microsoft Word format). Please refer to the requesting party (NSF/MOE etc) and provide any letter from the requesting party (if any).
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Thanks a lot " Auslander83". I'll try to be in touch with [email protected]. This is the response I received when I contaced them recently.
Hope it will be useful for others to know the process.
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(1) Under the Enlistment Act (Chapter 93), all male Singapore citizens and Permanent Residents aged 13 years and above are required to comply with the Exit Permit requirements.
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For PE aged 16.5 and Above before enlistment to NS
For any overseas trip with a duration of more than 3 months, an Exit Permit and a Bond are both required
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