Independent Financial Advisor - Singapore

Independent Resourcing Consultancy Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Singapore is seeking an experienced Independent Financial Advisor to provide expert financial advice and develop personalized financial plans for clients. The ideal candidate has at least 5 years of experience in the wealth management industry and holds relevant industry certifications like CFP or CFA. This position offers a competitive package in a collaborative work environment.

Qualifications

• Minimum of 5 years of experience as a Financial Advisor in wealth management.
• Industry leading qualifications such as CFP, CFA, or other relevant certifications.
• Ability to work independently and within a team.

Responsibilities

• Build and maintain relationships with clients, providing expert financial advice.
• Conduct thorough financial assessments for clients.
• Develop personalized financial plans for clients.

Skills

Excellent communication skills

Analytical abilities

Problem-solving skills

Education

CFP or CFA certifications

Job description

About the job Independent Financial Advisor - Singapore

Competitive Package Self Employed

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Singapore

We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Singapore. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Requirements

• A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
• Industry leading qualifications such as CFP, CFA, or other relevant certifications
• Transferable client base and AUM
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team

Responsibilities

• Build and maintain relationships with clients, providing them with expert financial advice and guidance
• Conduct thorough financial assessments of clients\' current financial situations and future goals
• Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
• Monitor clients\' financial progress and adjust plans as necessary
• Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.