Intern supporting finance operations at Deloitte Singapore. Assisting the Operations team with invoicing, compliance, and financial transaction management.
About the role
- Financial Adviser providing clients with tailored financial advice and products. Building sustainable business relationships and servicing clients in a compliant manner.
Responsibilities
- Provide new and existing clients with professional and relevant financial advice, planning and products suited to their needs
- Undertake the procurement of sustainable business of high quality in accordance with business targets
- Maintain and service clients as part of a long-term relationship which builds loyalty to the brand
- Undertake all activities within a compliant and ethical manner
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Benefits
- Professional development opportunities
- Growth and development within the company
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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