Hybrid Wealth Advisor – Tailored Financial Planning

Skyworks Consulting; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Skyworks Consulting is seeking a Wealth Advisor for a reputable financial firm in Singapore. This is a full-time, hybrid role based in Singapore with some work-from-home flexibility.

You will meet with clients to understand their financial goals, assess portfolios, and develop tailored financial plans to help clients grow and manage their wealth. Responsibilities include advising on investment strategies, retirement planning, and overall wealth management while ensuring regulatory compliance.

Qualifications

• 21 years and above (industry regulatory requirement)
• Minimum A levels, local diploma or degree in any field
• Excellent communication and interpersonal skills with a client-focused mindset
• Ability to work effectively in a hybrid environment, demonstrating self-motivation, integrity, and collaborative teamwork.

Responsibilities

• Meet with clients to understand financial goals and assess portfolios.
• Develop comprehensive financial plans tailored to client needs.
• Advise on investment strategies and retirement planning options.
• Prepare and present recommendations, monitor portfolios, and conduct ongoing reviews.
• Collaborate with internal teams to deliver high-quality client-centric solutions.

Skills

Communication skills

Interpersonal skills

Client relationships

Education

A levels/diploma/degree

Job description

Skyworks Consulting is seeking a Wealth Advisor for a reputable financial firm in Singapore. This is a full-time, hybrid role based in Singapore with some work-from-home flexibility.

You will meet with clients to understand their financial goals, assess portfolios, and develop tailored financial plans to help clients grow and manage their wealth. Responsibilities include advising on investment strategies, retirement planning, and overall wealth management while ensuring regulatory compliance.