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Experienced Professionals

Be a part of the most forward-looking financial advisory firm in Singapore.

In order to uphold our commitment to be the best in our business, we are always on the lookout for talented, highly-motivated individuals who have a passion for excellence.

Don't want to be just a small cog in a big wheel? Would you prefer to work in a progressive company that is pushing the envelope and defining the market space?

If so, send your resume to careers@gyc.com.sg, along with a write-up telling us what makes you different and why you should be part of our team.

(We regret that only short-listed candidates will be notified).

Available Positions

Private and Premier Client

Business Client (Employee Benefits)

Administration


International Client Advisor (Private)

As an International Client Advisor, you will be serving as a financial adviser and confidant to high net worth expats based in Singapore, easing them with the transition to a new country. You should be experienced in helping expats and high net worth individuals navigate their savings, investment, insurance, taxation, and other financial matters, ensuring full compliance with local and overseas regulations. You should be currently working in a financial institution serving High Net Worth Individuals or family offices, and command an AUM of $10 to $30 million.

Responsibilities:

  • Provide comprehensive financial advice for High Net Worth expats and their families in Singapore
  • Work with our various teams of specialists to provide expert guidance and bespoke solutions to help our expat clients secure and grow their wealth
  • Seek out and develop new client relationships in addition to deepening existing ones

Requirements:

  • At least 5 years experience in the financial industry
  • Currently serving High Net worth individuals or family offices, with an AUM of $10 to $30 million
  • Experience working with expat clients and High Net Worth Individuals as a financial advisor
  • Have a good working knowledge of financial concerns pertaining to expats in their various home jurisdictions
  • Degree from a recognised university (with a preference for Masters in Finance or CFAs)
  • Strong background and experience in capital markets, risk and investment management solutions
  • Passed the relevant CMFAS modules and licensed (current or previously) as a financial adviser representative with the Monetary Authority of Singapore
  • Strong interpersonal and communication skills

Assistant Vice President / Vice President (Private)

The Private Client Services team is dedicated to serving the region's high net worth individuals and family offices. As their financial confidant and wealth adviser, we not only manage their wealth but also help clients align their individual and family goals – for example in developing a legacy plan that not only ensures an equitable distribution of wealth, but also incorporates the passing on of personal values.

We work with the world's leading private banks to act as the clients' external asset manager – leveraging the bank's global trading platforms and suite of products and services to manage our clients' investment portfolios and assets.

Ideally, you would have worked in private banks serving High Net Worth Individuals or family offices, and command an AUM of at least $20 million. You now want to be an independent asset manager and be able to offer clients the choice of working with leading private banks, as well as truly engaging the banks in your clients' place.

Responsibilities

  • Help clients manage assets, distilling their needs and selecting from an array of securities, assets, currencies and private banking platforms to give your clients the best probability of successfully growing their wealth.
  • Seek out and develop new client relationships in addition to deepening existing ones

Requirements

  • Degree from a recognised university (with a preference for Masters in Finance or CFAs)
  • Strong background and experience in capital markets, risk and investment management solutions
  • Passed the relevant CMFAS modules, including Module 3 (fund management), 6 & 6A
  • At least 5 years experience with a recognised private bank

Senior Account Manager / Assistant Vice President (Premier)

The Personal Financial Services team serves the company's premier clients (mass affluent customers) and their families. As their trusted financial adviser, you would have developed a close relationship with the client and his or her family, helping them build a robust insurance portfolio as well as a comprehensive investment strategy with several pools of money for specific purposes.

You will work with the company's team of specialists to structure legacy portfolios and build simple trust structures to help young families prepare for the worst scenarios.

Some of you will work in teams with other like-minded advisers of different specialisations, so as to be able to offer comprehensive advice to your consolidated pool of clients.

Responsibilities

  • Conduct comprehensive financial planning with clients
  • Provide proper follow-up service on insurance plans and keep clients abreast of their investment portfolios
  • Keep close tabs on clients' investment portfolios and ensure that they are rebalanced and in sync with the company's latest model portfolios
  • Seek ways to add value to clients
  • Seek out and develop new client relationships in addition to deepening existing ones

Requirements

  • Degree from a recognised university is preferred
  • Passed CMFAS Modules 5, 8, 8A, 9, 9A, 6 and Health Insurance
  • At least 3 years relevant experience in the insurance and financial advisory industry, or with consumer and priority banks. We will also consider those who have worked in other industries and who are prepared to put in the effort to make a career change to this industry.
  • A good team player who is able to work independently
  • Good communication and interpersonal skills
  • Proficient in basic computing skills, e.g. Microsoft Word, Excel
  • A deep passion to want to help clients be financially secure

Associate Directors / Directors (Business Client)

Responsibilities

  • Acquire new corporate clients
  • Make presentations to companies on employee benefits (EB) and other corporate financial solutions
  • Assist companies to structure a cost-effective EB plan and prepare a proposal and cost comparison of various product providers
  • Work with product providers to successfully implement the plan and ensure good follow-up service

Requirements

  • Degree from a recognised university is preferred
  • Passed CMFAS Modules 5, 8, and 9 and general insurance, including health insurance
  • At least 5 years of sales experience in general insurance, particularly in structuring employee benefit solutions
  • Self-starter with a strong drive to excel in a competitive environment
  • Pleasant personality with excellent communication skills

Business Support Administrator

Responsibilities

  • Process sales submissions
  • Handle clients’ enquiries
  • Collect and distribute mails, arrange courier services
  • Prepare welcome letters
  • Scan, file and archive records
  • Prepare weekly business reports
  • Send out monthly statements
  • In-charge of office and pantry supplies
  • Data Input
  • In-charge of application and transaction forms
  • Handle all telephone calls
  • Oversee the cleanliness of the meeting rooms and pantry

Requirements

  • One year relevant experience in the Finance industry
  • Certificates in M5, M9 and M9A is an advantage
  • Able to work independently as well as a good team player
  • Good communication and interpersonal skills
  • Proficient in MS Office
  • Bilingual in English and Chinese
  • Retirees are welcome

If you think you have what it takes to excel in the above position, please send your resume and a recent photograph to cindyleong@gyc.com.sg. Only shortlisted candidates will be notified.

Marketing Specialist

Responsibilities

  • Be responsible for the company’s websites – development, updating and improvement
  • Strategise, design, build and maintain our social media presence
  • Develop interesting content for online and offline channels
  • Work with internal specialists to identify marketing opportunities for products and services and plan online and offline campaigns
  • Collaborate with and leverage on external agencies and other partners to advance the company’s marketing outreach and campaigns
  • Measure and report performance of all marketing campaigns against targets and KPIs
  • Monitor and update social media channels in a timely manner
  • Create marketing collaterals (e.g. calendars, brochures, advertisements, etc.)
  • Responsible for the planning, design and distribution of all client communications
  • Ensure that all client interfaces and communications are compliant with company policies and government regulations
  • Strategise and run company events (e.g. Client Investment Seminars, Product Launches, Adviser Planning Sessions, etc.)
  • Keep abreast of the latest trends in digital marketing and devising strategies for the company to capitalize on such trends

Requirements

  • Degree in Business, Mass Communication or a related field
  • Good command of spoken and written English
  • Work experience in marketing, especially digital marketing
  • Experience in planning online and offline marketing campaigns
  • Highly creative with an eye for good design and colours
  • Knowledgeable about and with experience in Facebook marketing, Google AdWords, LinkedIn and website analytical tools (e.g., Google & Facebook Analytics)
  • Aware of the latest trends in digital marketing

Backroom Administrator / Executive

Responsibilities

  • Be involved in the daily processing of Unit Trusts and Life & General Insurance trades
  • Filing and archiving of trades and follow-up
  • Perform investigations on failed trades and resolve them in an effective and efficient manner
  • Tracking of life insurance submissions, case history and ageing
  • Handle internal and external queries
  • Perform sale/revenue reconciliation and monthly commission reporting
  • Perform monthly volume statistics and regulatory reporting

Requirements

  • Diploma / Degree holder
  • 1 year relevant experience in a financial institution a must
  • A good understanding of the risks involved in trade processing and the basic operational controls
  • A good team player who is able to work independently
  • Good communication and interpersonal skills
  • Proficiency in Microsoft Excel and Access
  • Bilingual in English and Chinese

Business Support Executive

Responsibilities

Responsible for Backroom administrative duties such as:

  • Creating and consolidating trades for subscription and redemption of funds
  • Preparing payments to fund houses / clients and maintaining ledgers
  • Recording dividends received and payouts
  • Processing GIRO applications and administrating the RSP program
  • Billing of fees and account reporting to management
  • Trailer fee tracking and reporting
  • Preparing market updates and email blasts to clients

Supporting Private Client services with:

  • Forex and securities trading data entry and positions/performance tracking
  • Billing of fees and account reporting to management

Supporting office with marketing campaigns and other general duties.

Requirements

  • Diploma / Degree holder
  • 1 year relevant experience in a financial institution a must
  • A good understanding of the risks involved in trade processing and the basic operational controls
  • A good team player who is able to work independently
  • Good communication and interpersonal skills
  • Proficiency in Microsoft Excel and Access
  • Bilingual in English and Chinese

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