Expat Wealth Advisor | Singapore Financial Planning

ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking an experienced Financial Consultant to provide expertise in expat wealth management. You will analyze clients' financial situations, recommend appropriate investment strategies, and build long-lasting client relationships. Ideal candidates should have at least 3 years of experience in providing financial advice and be familiar with various investment products.

Qualifications

• Experience in investment knowledge will be an added advantage.
• Understanding of UK/European/Australian financial services markets desirable.
• Proven track record of turning prospects into investment clients.

Responsibilities

• Analyze client’s financial status and develop plans based on financial data.
• Build client relationships and develop strategies for financial goals.
• Advise clients on appropriate investment products and services.
• Regular ongoing contact with the client to revise financial plans.
• Keep abreast of financial markets and monitor client portfolios.

Skills

Self-driven individual who has passion to excel

Good communication and interpersonal skills

Minimum 3 years’ experience providing face-to-face financial advice

Investment experience or good knowledge of investments

Good understanding of Financial Planning/Wealth Management advisory process

Education

M5, M8, M8A, M9, M9A, HI (essential)

CHFC or CFP accredited (desired)

UK Financial Services qualifications (an advantage)

Job description

A leading financial advisory firm in Singapore is seeking an experienced Financial Consultant to provide expertise in expat wealth management. You will analyze clients' financial situations, recommend appropriate investment strategies, and build long-lasting client relationships. Ideal candidates should have at least 3 years of experience in providing financial advice and be familiar with various investment products.