KPMG Singapore Career

KPMG Singapore Career, Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers.

We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latest financial products on the market.

Job Details

Hiring Organization KPMG Singapore
Post Name Financial Services Advisory
Qualification Bachelor’s degree in business, finance, or related field
Industry Government
Employment Type Full Time
Work Hours 8 Hours
Salary SGD 4000 To SGD 4400 Per Month
Location Singapore 048581

About Organization

KPMG is a global organization of independent professional services firms providing Audit, Tax, and Advisory services. KPMG is the brand under which the member firms of KPMG International Limited (“KPMG International”) operate and provide professional services.

“KPMG” is used to refer to individual member firms within the KPMG organization or to one or more member firms collectively.

KPMG firms operate in 144 countries and territories with more than 236,000 partners and employees working in member firms around the world. Each KPMG firm is a legally distinct and separate entity and describes itself as such. Each KPMG member firm is responsible for its own obligations and liabilities.

KPMG International Limited is a private English company limited by guarantee. KPMG International Limited and its related entities do not provide services to clients.

Responsibilities

  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Skills & Requirements

  • Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
  • Life and health license.
  • Valid driver’s license.
  • Knowledge of mutual funds, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Comfortable using a computer for various tasks.
  • Experience providing quality financial advice.

Benefits

  • Understanding your investment needs and chalking out a financial plan:
  • Financial expertise:
  • Laying down SMART goals:
  • Helping you choose the ideal path to be financially fit:
  • Regularly monitoring your portfolio:

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