Financial Services Professional
6 days ago
Company Overview
Independent Resourcing Consultancy Ltd is a boutique firm established in the 1960s, specializing in asset and wealth management. As a multinational wealth management and financial advisory firm, we operate throughout Asia and are proud to be one of the most technologically advanced wealth management firms in the region, supporting clients globally.
Job Summary
We are seeking a highly skilled Financial Services Professional to join our team as a Wealth Management Advisor. As a key member of our team, you will work closely with clients to develop and implement comprehensive financial plans, focusing on areas such as:
- Regular Savings Plans
- Wealth Management
- Pensions
- Lump Sum Investments
- Life Insurance
- Critical Illness Insurance
Key Responsibilities
As a Wealth Management Advisor, your primary responsibilities will include:
- Providing expert financial advice to clients on their short-, medium-, and long-term financial planning needs
- Developing and implementing customized financial plans to meet client objectives
- Monitoring and reviewing client portfolios to ensure alignment with their financial goals
- Collaborating with internal teams to provide comprehensive financial solutions
Requirements
To be successful in this role, you will need:
- Exceptional financial planning and advisory skills
- Industry-recognized qualifications in financial services (Level 3 and above)
- Strong attention to detail and analytical skills
- Excellent communication and interpersonal skills
- A flexible and adaptable approach to work
- Willingness to learn and implement new internal work practices and systems
Benefits
We offer a competitive compensation package, including:
- Substantial earning potential
- Dedicated training from qualified and experienced professionals
- Generous trail earnings
- Full support and resources
- A structured career path and exit strategy
- Visas to live and work in our offices
- Various packages depending on applicant and experience
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