Holistic Wealth Advisor: Protect, Plan & Grow Legacies

St. James's Place – Asia & Middle East; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

St. James's Place – Asia & Middle East is seeking a Wealth Adviser to advise clients on financial planning, investments, retirement and wealth protection. You will collaborate with in‑house specialists to craft holistic strategies and sustain client relationships across a broad range of financial needs.

The role requires 5–8 years in insurance/investment sales, a recognised degree, and accreditations (RES5, CM-CIS, CM-LIP/CM-LIC, HI). Offshore experience is a plus.

Qualifications

• Bachelor’s degree or equivalent.
• 5–8 years of experience in insurance and investment product sales; offshore experience advantageous.
• Broad understanding of financial services, product solutions and planning strategies.
• Client‑centric skills including interpersonal, verbal and written communication.
• Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI required.

Responsibilities

• Partner with in‑house specialists to provide clients with holistic financial planning and wealth solutions across investments, protection, and estate structures.
• Serve as a subject matter expert on insurance products and advanced financial planning concepts for tailored recommendations.
• Stay current on market and regulatory developments to keep advice timely and compliant.
• Ensure clear client communication and smooth case handling with internal teams.
• Develop and implement investment strategies and support structures for multi‑generational wealth transfer, including trusts where appropriate.

Skills

Interpersonal communication

Verbal communication

Written communication

Education

Bachelor’s degree

RES5 accreditation

CM-CIS accreditation

CM-LIP accreditation

CM-LIC accreditation

HI accreditation

Job description

St. James's Place – Asia & Middle East is seeking a Wealth Adviser to advise clients on financial planning, investments, retirement and wealth protection. You will collaborate with in‑house specialists to craft holistic strategies and sustain client relationships across a broad range of financial needs.

The role requires 5–8 years in insurance/investment sales, a recognised degree, and accreditations (RES5, CM-CIS, CM-LIP/CM-LIC, HI). Offshore experience is a plus.