Holistic Wealth Advisor | Investments, Protection & Planning

St. James's Place – Asia & Middle East; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

St. James's Place – Asia & Middle East is seeking a Wealth Adviser in Singapore to advise clients on comprehensive financial planning, including investments, retirement, and wealth protection.

You will collaborate with in-house specialists to deliver tailored, compliant solutions and stay informed on market and regulatory developments affecting client portfolios. Ideal candidates hold a bachelor’s degree and have 5–8 years of experience in insurance and investment product sales, with strong

Qualifications

• Bachelor’s/University degree from a recognised institution or equivalent.

Responsibilities

• Partner with in-house specialists to provide clients with holistic financial planning and wealth solutions across investments, protection, and estate structures.
• Provide expertise in Protection & Planning and support clients with high quality, tailored recommendations.
• Stay current on market and regulatory developments, including new products, trends, regulatory updates, and tax changes to ensure timely, compliant advice.
• Client and partner communication: offer exceptional service, clear explanations, and consistent engagement.
• Develop and implement investment strategies for clients, including bespoke portfolio structures.
• Support clients in structuring assets for multi-generational transfer, including establishing trusts to preserve wealth and legacy.
• Design strategic tax-efficient solutions to minimise liabilities and enhance after-tax outcomes.

Skills

Interpersonal communication

Verbal communication

Written communication

Education

Bachelor’s degree or equivalent

Job description

St. James's Place – Asia & Middle East is seeking a Wealth Adviser in Singapore to advise clients on comprehensive financial planning, including investments, retirement, and wealth protection.

You will collaborate with in-house specialists to deliver tailored, compliant solutions and stay informed on market and regulatory developments affecting client portfolios. Ideal candidates hold a bachelor’s degree and have 5–8 years of experience in insurance and investment product sales, with strong