Careers at AAM Advisory

Current Jobs At AAM

AAM Advisory is an expanding company that seeks talents who can contribute to our growth. Because we treat every application with the respect and care it deserves; the high volume of applications we receive means only shortlisted candidates will be contacted.

Embark on a career journey through a role that allows personal development. As a certified AAM Financial Adviser, make a difference to clients through meaningful recommendations.

Job titleFinancial Planner
..
Function and Reporting toDepartment: Sales Team

Reporting to: Director/Mentor

Job PurposeFinancial planners work with individuals, families and businesses to help clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. The clients provide relevant financial information during an initial interview, answering questions about their total annual income, debt obligations, monthly expenses not related to debt, current investment holdings, savings account balances, tax liabilities and insurance plans. Financial planners analyze this information and present realistic, meaningful recommendations based on their clients’ financial situations and goals.
Key Responsibilities
  • Acquire, develop and maintain a portfolio of clients while adopting a needs-based sales process to identify a client’s financial needs and priorities.
  • Analyse client’s financial status by interviewing them to determine client’s assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and develops financial plan based on analysis of data, and discuss financial options with client.
  • Develop and implement financial plans for individuals, utilizing knowledge of investment strategies, insurance and retirement planning.
  • Prepare and submit documents to implement plan selected by client.
  • Maintain contact with client to revise plan based on modified needs of clients or changes in investment market.
  • Stay current with market trends and evolving regulatory landscape by attending training courses internally/externally and fulfil the prescribed CPD hours.
  • Maintain high commitment to compliance with internal company policies and MAS requirements.
 .
Skills & Abilities Required
  • Results Driven, Persistent and good time Management Skills
  • Ability to provide good Customer Service
  • Good Prospecting Skills,
  • Drive to achieve goals and sales targets
  • Professionalism in dealing with various types of clients
 . .
Education & Experience
  • Minimum of A-Level Certificate
  • Capital Markets and Financial Advisory Services (CMFAS) Examination – M5, M8, M8A, M9, M9A and Health Insurance is required.
  • Any other financial planning courses will be considered as an advantage
  • Excellent communication and strong interpersonal skills.
  • English as a first language is preferred with a minimum requirement.
  • Confidence and quick thinking when communicating with potential clients.

Embark on a career journey through a role that allows personal development. With the tutelage of established industry mentors and gradual completion of qualifications, you will be a certified AAM Financial Adviser.

Job title Graduate Trainee Advisers
..
Function and Reporting toDepartment: Sales Team
Reporting to: Director/Mentor
Job PurposeAs a member of the AAM Academy, you will be expected to take and pass 6 regulatory exams in the first year with the assistance of office based training sessions and home study. You will also be mentored by one of AAM’s Directors or Senior Financial Planners. During the first year, you will attend weekly training sessions on all aspects of financial planning. This will include product, sales, sales administration, financial markets and systems training. A confident manner both face to face and via telephone is essential as you will be contacting potential and current clients to arrange meetings. You will also be assisting to source and arrange networking events and seminars, as well as building your own business network both face-to-face and online.
Key Responsibilities
  • This is a sales focused role so the successful candidate must be target driven, motivated and a self starter.
  • Contacting clients and setting up meetings;
  • Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
  • Sourcing and arranging events and seminars
  • Network through events and establish relationships with perspective clients

Once graduated to Financial Advisor:

  • Assisting clients to make informed decisions;
  • Designing financial strategies
  • Develop appropriate technical and market awareness knowledge;
  • Reviewing and responding to clients changing needs and financial circumstances;
  • Promoting and selling financial products to meet given or negotiated sales targets;
  • Keeping up to date with financial products and legislation;
  • Producing financial reports;
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products
 .
Skills & Abilities Required
  • Experience in Sales, advisory or client servicing work is also valuable
  • Respect differences in people and values diversity of ideas
  • You must have a clean credit history
  • No criminal record
  • 2 references from previous employers
 . .
Education & Experience
  • Entry without a degree is possible, we view personal qualities as important as academic qualifications but must have a minimum of a full A-Level Certificate or equivalent
  • Any other financial planning courses will be considered as an advantage
  • Excellent communication and strong interpersonal skills.
  • Fluent spoken English.
  • Confidence and quick thinking when communicating with potential clients.

A role that balances between events and personal development poised for a fulfilling a career as an adviser. As a certified AAM Financial Adviser, make a difference to clients through meaningful recommendations.

Job titleBusiness Development Executive
..
Function and Reporting toDepartment: Business
Development/Events
Reporting to: Head of Marketing & Business
Development
Job PurposeThe primary role of the Business Development Executive is to prospect for new clients by attending events, networking, cold calling or other means of generating interest from potential clients.
Key Responsibilities and Scope of role
  • Research and attend relevant events as directed by the Head of Department.
  • Managing and recording of event data.
  • Post event follow up with leads generated.
  • Research and build relationships with potential event partners.
  • Set up meetings between client decision makers and company’s practice leaders/principals.
  • Prospect for new clients and turn this into increased business.
  • Cold call as appropriate to ensure a robust pipeline of opportunities.
  • Meet potential clients by growing and leveraging your network.
  • Use a variety of styles to negotiate appropriately.
Key Skills and ExperienceThis is a sales focused role so the successful candidate must be target driven, motivated and a self-starter.
 .
Key RequirementsEntry without a degree is possible, we view personal qualities as important as academic qualifications but must have a minimum of a full A-Level Certificate or equivalent experience in Sales, advisory or client servicing work is also valuable.
 . .
Professional DevelopmentThe Company is committed to developing a culture of development and can assist successful candidates who want to go on to become Financial Advisors.

Make a difference to the lives of clients through your contributions in the quality of advice. Utilising your strong organizational skills, a positive attitude that seeks to complete important tasks in a timely and efficient manner, you will create a recommendation report for our advisers to present to clients.

Job titleJunior Reporting Executive
..
Function and Reporting toDepartment: Business Process & Reporting
Reporting to: Reporting Team Manager
Job PurposeThis role is to create/Prepare Recommendation Reports for the AAM Financial Advisers to then present to their prospects or existing clients within the timelines agreed.
Key Responsibilities and Scope of role
  • Ensuring Reports are prepared and completed within the 3-working day standard turnaround time.
  • Ensuring Reports are prepared and completed within the 3-working day standard turnaround time.
  • Updating the log with information regarding each Report.
  • Making any necessary amendments to Reports (as per FAR/PA request)
  • Sometimes preparing last minute Reports.
  • Liaising with FAR’s & PA’s to make any required adjustments.
  • Help ensure the latest Fact Sheets are saved to the shared folder.
  • To assist with Reception when the need arises.
  • To assist your manager with any ad-hoc work related to Reporting / Reception.
  • To cover for Reception, as and when needed.
Key Skills and Experience
  • Good knowledge of MS Word and Excel are preferred.
  • Good communication skill and interpersonal skill.
  • Attention to detail.
  • An organized approach to day to day work.
  • Able to work individually or as a Team.
  • Ability to meet deadlines.
  • Ability to adapt and learn new skills.
  • Willingness to learn.
 .
Qualifications RequiredEntry Level Position
 . .
Experience RequiredPrevious Admin experience preferred
 .  . 
Benefits20 days holiday per year + Public Holidays Private Health Insurance

An exciting role at the forefront of financial strategies clients and the company undertakes, be part of the award-winning Investment Research team.

Job titleFinancial Analyst
..
Function and Reporting toDepartment: Investment Research Team
Reporting to: Head of IRT
Job PurposeFinancial Analysts provide support to Investment Research Team and FARs on investments and related internal processes.
Key Responsibilities and Scope of role 1) Assisting consultants and support staff with all things investment related, including:

• Portfolio performance and risk data
• Investment fund marketing documentation
• Provision of specific information

2) Construction of non-standard portfolios:

• Construction of portfolios which sit outside the model portfolios and below minimum portfolios
• Non-standard requests
• Core/Satellite portfolios
• Constructing portfolios for newly approved products such as SL Investment Plan, Generali Choice etc.
• Building templates in Excel and other systems
• Working closely with other departments to improve AAM’s investment proposition.

3) System Updates

• Ensuring the accuracy of investment related data to clients.  Ensuring that the information we provide to clients is correct and that we fulfil our regulatory obligations with respect to disclosure.  Keeping updated with changes in the regulation.
• Ensuring FE and excel charts are updated each time a platform/fund provider adds/removes a fund, changes the fees etc.
• Updating AAM Satellite fund list, AIL etc.
• Producing DD documents for new funds.
• Updating and maintaining IRT’s intranet.

4) Assisting in the production of quarterly post and pre-sale documentation.

This may include:
• Quarterly Commentaries
• Performance Chart Book
• Data Report
• Flipchart

5) Portfolio Changes

• Assisting in the management of 200 AAM model portfolios (which can be recommended to clients on an advisory basis).
• Portfolio change, process:
• IRT will also work with Reporting Team to ensure that recommended switches are carried through and that the company and consultants are fulfilling their obligations to clients who are pay advisor fees.

Key Skills and Experience
  • Strong MS Excel skills
  • Strong organizational skills and attention to detail
  • Ability to multi-task and work in a challenging fast paced environment
  • Excellent written and verbal communication skills
  • Maturity, professionalism, and high level of discretion are required
  • Strong work ethic with a positive, can-do attitude
  • Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems
  • Strong presence with the ability to interact with Senior Leadership.
 .
Qualifications Required
  • Minimum Bachelor’s degree from accredited institution in Business, Economics, Finance
  • 2+ years research and portfolio management experience, including manager due diligence
  • Experience with Alternative Investments
 . .
Benefits20 days holiday per year + Public Holidays Private Health Insurance

Graduates and Intern Opportunities

Start your journey as a AAM graduate in an exciting, rewarding environment. Whatever your interest or expertise, we’ve got a range of graduate opportunities to suit you.

If you’re still studying, we offer a range of great internship opportunities for you that may even lead to you joining as a graduate in the future.

Please submit your CV, cover letter and area of interest using the Speculative Job Application Form (On the right).

At AAM Advisory we value teamwork and are committed to the principles of integrity, accountability and excellence. In addition we offer a stimulating work environment geared towards growth, innovation and appreciation.

We aim to create a work environment that is fair and inclusive. Our commitment to workplace transformation is reflected in the ongoing participation with the Tripartite Alliance for Fair & Progressive Employment Practices.

We have recently signed the Employers Pledge of Fair Employment Practices. Our shared vision is for AAM to be a great place to work; a place where every worker is given an equal opportunity for employment, rewarded according to his or her merit, treated fairly and with respect, and given the opportunity to optimise his or her unique talents; a place where we are able to attract, develop and retain valued employees, and create a harmonious and inclusive work environment, where employees are highly motivated and contribute their fullest to AAM and the Singaporean economy.

With a view to achieving this vision, the Tripartite partners – The Ministry of Manpower, the National Trades Union Congress and the Singaporean National Employers Federation – have unanimously endorsed the 5 key principles of fair employment practices for implementation at AAM Advisory:

AAM Advisory will:

  1. Recruit and select employees on the basis of merit, and regardless of age, race, gender, religion, marital status and family responsibilities, or disability.
  2. Treat employees fairly and with respect and implement progressive HR management systems.
  3. Provide employees with equal opportunity to be considered for training and development based on their strengths and needs to help them achieve their full potential.
  4. Reward employees fairly based on their ability, performance, contribution and experience.
    Abide by labour laws and adopt the Tripartite Guidelines on Fair Employment Practices.
  5. Share the 5 key principles of fair employment practices and is committed to adopting these principles in the management of our Human Resources. We believe that the effective implementation of fair employment practices will bring about a more harmonious and progressive work environment within our organisation, and contribute towards making Singapore and AAM a great place to work.

Our vision is to be the leading financial advisory company in South East Asia and ensure our customers financially grow and thrive through the quality of our advice.

VALUES

  • Respect:  We value the relationships we have with our clients, stakeholders, communities and each other. We care strongly about the impact we each have on those relationships
  • Accountability: We treat the company’s reputation as our own and look to deliver on what we promise. We foster a culture of learning and growth that ensures we always look to improve the quality of what we do.
  • Teamwork: We know that teamwork is our most effective strength that enables us to bring the best value to everyone. We trust and empower each other to work together as ‘One AAM’.
  • Excellence: We continually raise the bar on our own performance to be able to anticipate and exceed the expectations of our customers, our shareholders, our communities and ourselves.
  • Integrity: An environment of honesty and transparency where the way we are and the way we do business is always ethical, fair and without compromise. Because what we do – and how we do it – matters everywhere and will bring us all

CULTURE

  • There is diversity in the people that we employ.
  • We foster a culture of learning and growth that ensures we continuously improve the quality of what we do.
  • Flexibility allows our staff and customers the freedom to balance home and work life.
  • An environment where talent, passion and performance is rewarded
  • We promote a friendly, honest, reliable and most importantly transparent approach to all business activity. We want a culture in which fairness and openness is encouraged.
  • A place where we enjoy working hard together to achieve our goals. We want a motivated and happy workforce and one which is willing to go over and above for our customers.
Speculative Job Application

If none of the current roles available fit your skill set, send us your CV anyway and we’ll contact you when something suitable comes up.

A cover letter is optional
Required for speculative applications only
Letters are not case-sensitive

AAM is committed to comply with Singapore’s data protection laws and any information collected will be used only internally.