Financial Advisor

IPP Financial Advisers Pte Ltd; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

IPP Financial Advisers Pte Ltd is a Singapore-based financial advisory firm providing comprehensive financial planning and ongoing wealth management. The role is a full-time Financial Advisor in a hybrid setup, meeting clients to tailor plans and advise on investments, retirement, and protection needs, supported by in-house research and tools.

Daily duties include preparing reports, monitoring portfolios, and maintaining long-term client relationships while ensuring regulatory compliance and

Qualifications

• Strong financial planning and retirement planning skills to design goal-based client solutions.
• Solid understanding of finance and investments to analyze products, markets, and portfolio performance.
• Experience delivering financial advisory services, including needs analysis, recommendations, and ongoing reviews.
• Academic background in Finance, Business, Economics, or related field.
• Professional certifications (e.g., CFP, ChFC) are advantageous.
• Excellent communication and interpersonal skills.
• Strong ethics, attention to detail, and regulatory compliance.
• Proactive, self-driven and client-centric in a performance-focused environment.

Responsibilities

• Meet clients to understand goals and assess financial situations.
• Develop tailored financial plans and investment strategies.
• Advise on investments, retirement, insurance and wealth management.
• Prepare and review financial reports; monitor portfolio performance.
• Conduct regular follow-up meetings to adjust strategies.
• Build long-term client relationships and ensure compliance.
• Participate in ongoing training and professional development.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Advisory Experience

Communication Skills

Ethical Standards

Self-motivated

Education

Finance/Business/Economics degree

Job description

Company Description

IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser, with over 40 years of presence in Asia since its founding in 1983. As a pioneer in comprehensive financial planning, the firm is known for its strong expertise, client-focused advice, and high level of ongoing service. IPP emphasizes delivering the best advice and long-term support over simple product implementation. Clients benefit from an in-house Investment Division that continuously analyzes global markets, funds, and economic trends. With more than $2 billion of assets under advice and over 50,000 clients worldwide, IPP offers a stable and reputable environment for financial professionals in Singapore.

Role Description

This is a full-time Financial Advisor role based in Singapore, offered on a hybrid arrangement that combines office-based work with some work-from-home flexibility. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored financial plans. Daily responsibilities include advising on investments, retirement planning, insurance and protection needs, and other wealth management strategies, supported by IPP’s in-house research and tools. The role involves preparing and reviewing financial reports, monitoring portfolio performance, and conducting regular follow-up meetings to adjust strategies as clients’ circumstances change. The Financial Advisor will also build and maintain long-term client relationships, comply with regulatory requirements, and participate in ongoing training and professional development.

Qualifications

• Strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based client solutions.
• Solid understanding of Finance and Investments to analyze products, markets, and portfolio performance.
• Experience in delivering Financial Advisory services, including needs analysis, recommendation, and ongoing review.
• Relevant academic background (e.g., degree or diploma in Finance, Business, Economics, or related field).
• Professional certifications (e.g., CFP, ChFC, or equivalent) are advantageous.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
• Strong ethical standards, attention to detail, and commitment to regulatory and compliance requirements.
• Proactive, self-driven, and comfortable working in a performance-oriented, client-centric environment.