Financial Consultant

CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD. in Singapore is expanding its team to serve cross-border high-net-worth families and business owners with comprehensive planning spanning wealth protection, cross-border asset structuring, and legacy planning.

This role emphasizes building trusted client relationships, collaborating with legal and tax experts, and delivering holistic financial plans that integrate insurance with broader wealth strategies.

Qualifications

• Experience in finance, wealth management, consulting, or business development.
• Cross-border exposure or experience serving high-net-worth clients.
• Willingness to build a long-term career in Singapore.

Responsibilities

• Develop and nurture relationships with high-net-worth and cross-border clients to deliver tailored financial planning solutions.
• Design and implement holistic financial plans that integrate insurance with broader wealth management strategies.
• Structure long-term asset protection and succession plans to secure clients’ wealth across generations.
• Collaborate with legal, tax, and corporate specialists to ensure comprehensive client solutions.
• Uphold rigorous ethical standards and a client-first advisory approach to build trust and long-term partnerships.

Skills

Relationship building

Financial planning

Cross-border advisory

Client-centric advisory

Job description

Job Summary

We are expanding our team to serve cross-border high-net-worth families and business owners. This role goes beyond traditional insurance advisory, involving comprehensive planning across wealth protection, cross-border asset structuring, family residency, overseas education, business expansion, and legacy succession.

Responsibilities

• Develop and nurture relationships with high-net-worth and cross-border clients to deliver tailored financial planning solutions
• Design and implement holistic financial plans that integrate insurance with broader wealth management strategies
• Structure long-term asset protection and succession plans to secure clients’ wealth across generations
• Collaborate effectively with legal, tax, and corporate specialists to ensure comprehensive and compliant client solutions
• Uphold rigorous ethical standards and apply a client-first advisory approach to build trust and long-term partnerships

Preferred competencies and qualifications

• Existing client resources or business networks to support business development efforts (preferred but not mandatory)
• Prior experience in finance, wealth management, consulting, or business development
• Demonstrated cross-border exposure or experience serving high-net-worth clients
• Commitment to building a long-term career in Singapore with a focus on strategic, client-centric planning
• Professionalism, discipline, and a growth-oriented mindset