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Career Opportunities at Spire Group
Are you a fresh graduate looking to start a career in the financial industry, a working adult seeking a career switch, or an experienced Insurance and Financial practitioner looking out for new opportunities?
At Spire Group, we offer you an integrated platform that supports your success in the financial advisory space.
If you are looking to enrich and make a difference to individuals and businesses in the wealth management space, we love to hear from you.
Client Advisor (CA)/ Relationship Manager (RM)
Key Responsibilities:
• Understand our clients' current financial situations and curate a comprehensive financial plan to address their financial needs and achieve their financial goals.
• Recommend appropriate investment strategies to help clients make informed decisions about their investments.
• Assess our clients' insurance needs and offer suitable coverage options.
• Work closely with our clients to define financial goals and create a comprehensive financial plan to achieve them.
• Plan our clients' asset distributions such as wills and trusts upon their passing.
• Assist our clients in evaluating and mitigating financial risks by utilising risk management tools and diversifying their investments.
• Educate our clients about financial matters to ensure they understand our financial recommendations and are aware of the market trends and changes in financial regulations.
• Constantly monitor our clients' financial portfolios and adjust strategies to stay aligned with changing economic factors.
• Adhere to industry regulations and ethical standards, acting in the best interests of our clients.
Requirements:
• Minimum 21 years old and Singaporeans/PR holders only
• Minimum Local Diploma/Degree qualifications
• Possess strong analytical and communication skills.
• Sound understanding of financial markets and products.
• Ability to stay up to date with industry trends and changes in financial regulations.
• CMFAS M5, M9, M9A, HI (Required)
• CMFAS M8, M8A, M6, M6A, CGI (Optional)
Internship
If you are still schooling but wish to start exploring the financial industry, consider an internship with us where you can get a headstart with the fundamentals and earn some income on the side.