Global Wealth Adviser: Holistic Planning & Protection

St. James's Place – Asia & Middle East; Singapore; Presencial; SGD 60.000 - 90.000; Jornada completa

Descripción de la vacante

St. James’s Place – Asia & Middle East is seeking a Wealth Adviser to guide clients through broad financial planning, including investments, retirement, and wealth protection. You’ll collaborate with in-house specialists to tailor comprehensive solutions for a diverse client base.

You will stay informed on market trends and regulatory changes, delivering compliant, client‑centric advice and building long-term client relationships.

Formación

• Bachelor’s/University degree from a recognised institution or equivalent academic qualifications.
• 3-5 years of experience in insurance and investment product sales; offshore experience advantageous.
• Broad understanding of financial services, product solutions and planning concepts.
• Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI required.

Responsabilidades

• Partner with in-house specialists to provide holistic financial planning and wealth solutions across investments, protection, and estate structures.

Conocimientos

Interpersonal skills

Verbal communication

Written communication

Client-centric

Educación

Bachelor’s/University degree

Descripción del empleo

St. James’s Place – Asia & Middle East is seeking a Wealth Adviser to guide clients through broad financial planning, including investments, retirement, and wealth protection. You’ll collaborate with in-house specialists to tailor comprehensive solutions for a diverse client base.

You will stay informed on market trends and regulatory changes, delivering compliant, client‑centric advice and building long-term client relationships.