Current jobs at AAM Advisory

AAM Advisory is an expanding company that seeks talent 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.

AAM Advisory (AAM) is an award winning Financial Advisory firm in Singapore with over 4,550 clients and more than SGD 1 billion of assets under advisement (AUA). Located in the heart of the Central Business District at CapitaGreen, AAM has a team of experienced Financial Adviser Representatives (FARs), all of whom are authorised by the Monetary Authority of Singapore (MAS).

AAM Advisory is owned by the Utmost Group and is part of the Utmost International business. Utmost International is a leading provider of insurance-based wealth solutions operating in the UK, Europe, Latin America, Asia and the Middle East. Utmost International has c. £56bn of assets under administration and c 210,000 customers (as at 31 December 2021).

Job title:  Wealth manager

Department: Wealth management

Reporting to: Head of Business Development / Management Committee

Job purpose:

To provide advice and services, working with individuals, families and businesses to help clients better understand their financial circumstances and how to reach their short-term and long-term financial objectives.

Key responsibilities and scope of role:

  • To act as clients’ principal wealth manager and adviser providing support and education on all financial matters, providing the necessary advice, guidance and reassurance to them in achieving their longer-term financial goals
  • Work with other professionals, ensuring the clients’ plans are implemented efficiently and effectively
  • Develop individual client strategies and plans aligned to their specific goals and objectives
  • Work closely with a team of administrators ensuring all recommendations, client records and management information is maintained and up to date
  • To maintain currently levels of business ensuring customers are given the level of service as identified during their initial or review meetings
  • Ensure that opportunities for new business are identified and followed up
  • Advise clients on appropriate products and services aligned to their needs
  • Share best practices with other wealth managers across the business
  • Stay up to date and ahead of industry trends and where practical share these with other wealth managers to ensure the business is at the forefront of the market
  • Ensure competency is achieved and maintained across the advice and services processes

Key skills:

  • Results focused, with high energy and drive
  • Exceptional interpersonal skills – able to build relationships of trust with clients and colleagues and lead through influence
  • Effective listener with an ability to convert clients’ goals and ambitions into clear action plans
  • Driving action
  • Self-starter with initiative & creativity
  • Flexible thinking – focused on results and continuous professional development
  • High level of self-confidence
  • Ability to navigate through complex environments and effectively manage multiple stakeholders
  • Credibility, professionalism and strong personal integrity
  • Communicates with impact – superior presentation and communication skills

Qualifications required:

  • Minimum of a full A-Level Certificate (or equivalent)
  • 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

Experience required:

  • Financial services experience essential
  • Commercially astute with excellent communication and presentation skills, able to engage and influence
  • Confidence, drive, energy, resilience and tenacity to deliver success in a challenging business environment

Key function holder:

  • To ensure competency is achieved in all aspects of the role and to behave in a manner that is compliant with MAS and regulatory practice
  • Follow the AAM client advice process ensuring competent, consistent and compliant delivery at all times
  • Ensure compliance with the AAM Fit and Proper process
  • Ensure compliance with the AAM Continuous Professional Development (CPD) process

AAM Advisory (AAM) is an award winning Financial Advisory firm in Singapore with over 4,550 clients and more than SGD 1 billion of assets under advisement (AUA). Located in the heart of the Central Business District at CapitaGreen, AAM has a team of experienced Financial Adviser Representatives (FARs), all of whom are authorised by the Monetary Authority of Singapore (MAS).

AAM Advisory is owned by the Utmost Group and is part of the Utmost International business. Utmost International is a leading provider of insurance-based wealth solutions operating in the UK, Europe, Latin America, Asia and the Middle East. Utmost International has c. £56bn of assets under administration and c 210,000 customers (as at 31 December 2021).

Job title: Business Assurance and Control Executive

Department: Business Assurance & Control Team (BACT)

Reporting to: Head of Operations

Job purpose:

This role will be responsible for maintaining effective internal controls on the sales process and ensure the first line of defense policies and procedures are delivered within relevant timelines.

Key responsibilities and scope of role:

This role will incorporate some or all of the responsibilities outlined below:

  • Business sign off – Reviewing business cases to ensure that they are in line with internal company policies and compliance requirements. This is an important control point to ensure that the sales advisory process has been adhered to.
  • File maintenance – Ensuring that all the files are maintained and kept up to date. This is an important area especially since some of the registers/files are regulatory requirements such as the Register of Representatives and Introducer registers.
  • Support the other team members in BACT to execute business sign off in a timely and effective manner.
  • Responsible for maintaining and updating the following documents – Introducer’s register, Terms of business with product provider and MAS correspondence and other key AAM files.
  • Support the Head of Operations in other matters delegated such as business improvement projects and other ad hoc duties.

Key skills:

  • Self-motivated individual who can work with minimal supervision.
  • Willing to learn on the job and always up for challenges
  • Analytical skills and attention to details
  • Organised and consistently delivering good performance

Qualifications required:

  • Minimum A-Level qualifications/Higher Education University or Polytechnic.

Experience required:

  • 1-2 years of experience in Financial Services is preferred although not mandatory.

Benefits:

  • 23 days holiday per year + Public Holidays
  • Private health insurance
  • Annual pay review
  • Annual bonus scheme

Working hours:

Monday to Friday (9am – 6pm)

Start your journey as an 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 below.