Independent Financial Advisor

Frontier Wealth Management Pte Ltd; Singapore; Hybrid; SGD 70,000 - 110,000; Full time

Job summary

Frontier Wealth Management Pte Ltd is seeking an Independent Financial Advisor in Singapore. You will meet clients to assess goals, analyze finances, and craft holistic financial plans spanning investments, retirement, risk management, and wealth accumulation.

You will provide ongoing advisory support, review portfolios, prepare recommendations, and ensure regulatory compliance while building long-term client relationships in a hybrid work setup.

Qualifications

• Experience in financial planning and advisory services.
• Strong understanding of wealth management and retirement strategies.
• Ability to explain complex financial concepts clearly to clients.
• Demonstrated ethical standards and client-focused service.

Responsibilities

• Meet with clients to understand goals and current financial situations.
• Develop comprehensive financial plans covering investments, retirement, and risk management.
• Review and adjust client portfolios; prepare reports and recommendations.
• Ensure regulatory compliance and maintain long-term client relationships.
• Participate in team meetings, training, and professional development.

Skills

Financial Planning

Financial Advisory

Wealth Management

Retirement Planning

Portfolio Management

Risk Assessment

Regulatory Compliance

Client Communication

Hybrid Work

Education

CFP or CFA

Singapore Licenses

Job description

Company Description

Frontier Wealth Management Pte Ltd is one of Singapore’s pioneer and leading independent financial advisory firms, serving a diverse client base with objective, client-centric advice. The firm focuses on long-term wealth management, retirement planning, and holistic financial solutions tailored to individual goals. As an independent advisor, Frontier Wealth Management emphasizes unbiased recommendations and access to a broad range of financial products. Team members benefit from a professional environment that values integrity, continuous learning, and high-quality service delivery.

Role Description

This is a full-time Independent Financial Advisor role based in Singapore with a hybrid work arrangement, combining office-based collaboration and some work-from-home flexibility. The advisor will meet with clients to understand their financial goals, analyze their current financial situation, and develop comprehensive financial plans covering investments, retirement, risk management, and wealth accumulation. Day-to-day tasks include providing ongoing advisory support, reviewing and adjusting client portfolios, preparing reports and recommendations, and ensuring regulatory and compliance requirements are met. The role also involves building and maintaining long-term client relationships, staying informed about market developments and financial products, and participating in team meetings, training, and professional development activities.

Qualifications

• Strong competence in Financial Planning and Financial Advisory, with the ability to design holistic, client-focused strategies.
• Solid understanding of Finance and Investments, including risk assessment, asset allocation, and portfolio management.
• Experience in Retirement Planning, including income distribution strategies and long-term wealth preservation.
• Relevant professional certifications (e.g., CFP, CFA, or equivalent) and any regulatory licenses required in Singapore are preferred.
• Demonstrated ability to communicate complex financial concepts clearly and empathetically to a wide range of clients.
• High ethical standards, strong analytical skills, and a proactive approach to client service and business development.
• Ability to work effectively in a hybrid environment, managing time and responsibilities both in-office and remotely.