Independent Financial Advisor - Wealth Growth Specialist

Independent Resourcing Consultancy; 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 to clients. The ideal candidate has at least 5 years of experience in wealth management, holds industry qualifications such as CFP or CFA, and possesses excellent communication and analytical skills. This role offers a competitive package and the opportunity to work in a supportive environment aimed at helping clients achieve their financial goals.

Benefits

Competitive package

Supportive 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.
• Transferable client base and AUM.

Responsibilities

• Build and maintain relationships with clients, providing expert financial advice.
• Conduct thorough financial assessments of clients' situations and goals.
• Develop personalized financial plans, including investment and tax strategies.
• Monitor clients' financial progress and adjust plans as necessary.
• Stay updated with industry trends and regulations.

Skills

Excellent communication skills

Interpersonal skills

Analytical abilities

Problem-solving abilities

Education

CFP or CFA certification

Job description

A leading wealth management firm in Singapore is seeking an experienced Independent Financial Advisor to provide expert financial advice to clients. The ideal candidate has at least 5 years of experience in wealth management, holds industry qualifications such as CFP or CFA, and possesses excellent communication and analytical skills. This role offers a competitive package and the opportunity to work in a supportive environment aimed at helping clients achieve their financial goals.