Independent Financial Advisor — Wealth Planning & Growth

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

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.