Independent Wealth Advisor: Build Your Practice

Professional Investment Advisory Services Pte Ltd

Singapore

On-site

SGD 120,000 - 210,000

Full time

14 days+

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Benefits offered by this job

CMFAS sponsorship
Open-architecture advisory platform
Direct mentorship by Edy Hartono
Autonomy to build own client base

Job summary

Professional Investment Advisory Services Pte Ltd invites experienced wealth professionals to join Polaris Advisory Branch 1 as Wealth Management Consultants, transitioning from transactional banking to building their own advisory practice.

You will own client relationships, access PIAS’ open-architecture platform, and benefit from Edy Hartono’s mentorship, CMFAS sponsorship, and a structured path to long-term career growth.

Qualifications

  • Background in Retail/Priority Banking or related wealth roles.
  • Willingness to obtain CMFAS certifications (sponsorship provided).
  • Strong client-facing advisory skills and integrity.

Responsibilities

  • Lead holistic financial planning conversations covering protection, investment, retirement, education and legacy planning.
  • Develop unbiased, tailored recommendations using PIAS’ open-architecture platform.
  • Own and maintain long-term client relationships across life stages.
  • Uphold professional standards in analysis, documentation and compliance.

Skills

Client-first mindset
Polished communication
Regulated financial environments
Entrepreneurial drive
Relationship-building

Education

CMFAS certifications

Tools

PIAS advisory platform

Job description

Professional Investment Advisory Services Pte Ltd invites experienced wealth professionals to join Polaris Advisory Branch 1 as Wealth Management Consultants, transitioning from transactional banking to building their own advisory practice.

You will own client relationships, access PIAS’ open-architecture platform, and benefit from Edy Hartono’s mentorship, CMFAS sponsorship, and a structured path to long-term career growth.

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