Independent Wealth Advisor (Hybrid) | Client Planning

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

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.