Sunday 19 July 2015

Competency Executive finexis advisory Pte Ltd - Singapore

Responsibilities:

• Support a number of team managers, and develop the regulated skills and competencies of the financial consultants.
• Ensure effective governance and suitability standards are met at all times, with consultants consistently meeting fiduciary and regulatory expectations.
• Ensure client interactions are appropriate at all times, and reflected in a high quality of record-keeping and service standards.

Desired Skills and Experience

Requirements:

• Possess at least a diploma in any discipline, finance preferred.
• Outstanding interpersonal and communication skills and able to quickly form positive working relationships with others
• Broad experience of the financial services industry
• Certificate in CMFAS M5, M9, M9A, HI, M8 and M8A are required
• CFP, FChFC practitioners with BCP, PGI, and CommGI have added advantage

Incorporated in 2005, finexis is one of the largest independently-owned, home grown financial advisory firms in Singapore. With a strong regional presence, the company has assets under advisory in excess of USD$1 billion. We have strong regional strategic partnerships, allowing us to offer an extensive portfolio of leading global financial solutions. We have more than 600 full time industry leading financial consultants and staff covering the Asia Pacific Region. This has enabled us to become a market leader in the field of specialised financial services.

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