Roles & Responsibilities

• Full holistic financial planning for individuals in Singapore.
• Generating new clients through effective marketing techniques and resources available.
• Assessing each individual client needs and providing them with bespoke tailored solutions from; Life Insurance, Retirement Planning, Pension Transfer, Trust Planning, Lump Sum Investments and efficient tax vehicles is required.
• Responsible for effective management of these portfolios and constant review of the performance of these portfolios.
• In-depth knowledge of UK Tax, Domicility & Inheritance Tax planning
• Be able to converse with British clients about pensions (Defined
• Benefit and Defined Contributions),ISA's, domicility and Inheritance Tax.
• Treatment of USA shares for non-US citizens

Work Experience

A Minimum of 1 years' work experience in financial planning

Must have exams: M5, M8, M8a, M9, M9a and HI CMFAS exams

Must have a minimum book size to bring to TallRock of at least $20mAUA (Assets Under Advise)